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 customer name highlighted in blue, you will access the customer file and can view and edit all information about this customer.
Find customers
To find specific customers, you can use the search field at the top of the page.
Filter customers
So you don't have to search for long: Use filter combinations to narrow down your customer list effectively. With just a few clicks, you'll have exactly the selection on screen that you're looking for.
Search customers with filters
Once you click on one of the table columns, you will access the filter overview and can select different filters, e.g. to search for customers who haven't been there in a while.
Search customers with 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, there is a "+Add column" button. Here you can select all the table columns you need.
Then you can return to the customer overview and filter as usual.
