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Customer Tab Overview

Customer-Tab-Overview.png

  1. Add a new client
  2. Customer list
    • You can sort the content by clicking on each row's heading
    • You can search by first or last name, tag, address or manifest item
    • The eye icon lets you open and edit the client profile
    • The trash can icon will archive the client

 The Client profile lets you view the client's information, satisfaction surveys and their order history.

Tip

If you're looking for a customer but you don't remember the exact name, you can always do a partial search. For example, if your customer's name is Charles Winston, if you look up "win", you will find your customer.