You can access this area by clicking on the main menu item Customers.
In customer management, all your customers are listed. You can see the total number of customers and your customer groups – sorted by new customers and the various customer statuses.
View and edit customer data
Once you click on the blue highlighted customer name, you will access the customer file for that customer and can view and edit all information about this customer.
Find customers
To find specific customers, you can use the search field in the upper area of the page.
Filter customers
To avoid lengthy searching: Use filter combinations to narrow down your customer list specifically. This way, with just a few clicks, you have exactly the selection you're looking for on the screen.
Search customers using filters
Once you click on one of the table columns, you'll access the filter overview where you can select various filters, for example to search for customers who haven't been there for a while.
Search customers using additional filters
Want to expand your search? For example, if you want to search for your highest-revenue customer, you can do this with the help of additional table columns. To do this, you need to go to settings and click on "Customer settings".
In the "Table columns" tab, you'll find a "+Create column" button. Here you can select all the table columns you need.
You can then return to the customer overview and filter as usual.
