Customer Reports
A guide to generating, viewing, and downloading customer lists.
Note: This feature is only available to users with the security level 'Manager', 'Admin', and 'Super Admin'
Click the Admin tab>Reports>Customer
This will open the Customer Reports tab.
You can view customer details such as email and phone number, VIP status, and company status.
Filter by customer type
Click above any column to filter customers.
Download a Customer Report
Click the grey 'Download Customers' button in the left pane to download and export your customer list.
Edit Customers
To view and edit specific customers, tap 'Search' from the top panel>'Customers' to bring up the Customer Form. Search specific customers by first or last name or company name using the search bar in the top left-hand corner. Edit desired customer details in respective boxes.