This guide walks you through the All Customers View and Customer Detailed View including all the features and functionality present in this module.
2.3. Detailed View - Quick Actions
2.5. Configure Associated Lists
2.6. Edit Columns Inside Lists
All Customers View
1.1. Create Customer
- Inside the Customers module you can create a new customer through the ‘Create Customer’ button.
1.2. Import Customers
- Click the ‘Import’ button if you want to import customer data from a CSV file. Learn how to import customers here.
1.3. Edit List View
- Click on ‘All Customers’ for other available views e.g. you can choose to only view customers from this year.
- This offers the ability to segment new customers and monitor them more closely.
1.4. Filter Customers
- Use the filter icon to the left to further filter customers based on varied criteria.
1.5. Edit Visible Columns
- Each view is customizable in terms of the fields/columns you wish to see. Click ‘More’ and then ‘Edit Columns’.
- Shift fields from the unselected to the selected side or vice versa to customize what attributes you see in the list view. Here we are enabling the First Name field.
- Click Save.
- Your newly selected field is visible. Note that each view can have its own visible fields.
1.6. Bulk Actions
- Select the customers you wish to perform an action on and then click on ‘Actions’. The Send Mail functionality lets you send an email out to all selected customers simultaneously.
- You are redirected to this screen.
- Select a customer or multiple ones to update their details.
- Let's name both these customers John Smith.
- Now, use merge to make this a single customer.
- Choose which details to retain during the customer merging. Then click ‘Merge’.
- You now have one customer called John Smith.
- You can also delete customers from the quick actions button.
Customer Detailed View
2.1. Portal Access
- Click on any customer to enter the Customer Detailed View. Right under their name and customer number, you will see their Portal Status which is currently inactive for this customer. Click on ‘Enable Portal’.
- Add a password for them to access their portal and click Save.
2.2. Audit Record
- The portal is now active. Click on ‘Audit Record’ to see a history of changes made to the customer since creation.
- The audit logs all updates and the date these changes were made.
2.3. Detailed View - Quick Actions
- Scroll down to the main body. Here you have all customer details listed. Click on Process Payment to process any outstanding invoices for the customer. Read this guide to learn how to manually process payments.
- Click the ‘+ New Subscription’ button to create a new subscription for this customer. Read this guide to learn how to create a new subscription for a customer.
- Click ‘Generate Statement’ to get a PDF of all customer transactions summarized.
- You can also edit or delete the customer.
- Update any details necessary and click save.
2.4. Associated Lists
9. Scroll down to the associated lists. Under Subscriptions, you can see all the active subscriptions of the customer, as well as create new ones with the ‘+ Subscription’ button.
- Under Invoices you can see all the active invoices of the customer, as well as create new ones with the ‘+ Invoice’ button.
- Under Transactions you can see all the transactions associated with the customer.
- Under Payment Methods you can see all the payment methods listed for the customer, as well as create new ones with the ‘+ Payment Method’ or let them add new ones themselves through the Public Payment Method Page.
- Under Emails you can see all the active invoices of the customer, as well as create new ones with the ‘+ Email’ button.
2.5. Configure Associated Lists
- You can edit associated lists through the ‘Configure’ button.
- Shift any lists you want visible from the unselected to the selected list and save changes.
2.6. Edit Columns Inside Lists
- Similarly, you can edit visible columns inside each list.
- Shift any column you want visible from the unselected to the selected list and save changes.
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