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Customers Overview

The Customers page helps you keep track of all your buyers in one place. See their contact details, addresses, and order history, making it easy to provide better customer service.

Why Use Customers Management?

Section titled “Why Use Customers Management?”

Customers Management stores all your customer records in one place — names, addresses, contacts, and order history. Search and filter your customer list instantly, organize customers into groups for targeted management, and keep shipping addresses accurate so every order reaches the right destination.

Centralized Customer Data

Store all customer information, addresses, and contacts in one location for easy access.

Quick Search & Filters

Find customers instantly using filters for name, address, email, phone, or location.

Group Organization

Organize customers into groups for targeted communication and better management.

Complete Contact Details

Keep track of customer addresses, phone numbers, emails, and contact preferences.

Accessing the Customers Page

Section titled “Accessing the Customers Page”

Navigate to the Customers page from the sidebar menu under Communication → Customers.

Understanding the Customers Table

Section titled “Understanding the Customers Table”

The main view displays all your customers in a searchable table with the following columns:

Customer Information Columns:

  • Name - The customer’s company or organization name
  • Address1 - Primary street address
  • City - Customer’s city location
  • Country - Customer’s country
  • Contact Full Name - Primary contact person’s full name
  • Customer Email - Contact email address
  • Customer Phone - Contact phone number
  • Actions - Edit or delete options (⋮ menu)

Searching and Filtering Customers

Section titled “Searching and Filtering Customers”

  1. Use Column Filters

    Click in any column’s search box and start typing. The table updates instantly to show matching customers.

  2. Search by Multiple Criteria

    You can filter multiple columns at once. For example, search by country AND city to narrow down your results.

  3. Clear Filters

    Delete text from search boxes to clear filters and see all customers again.

Creating a New Customer

Section titled “Creating a New Customer”

  1. Click “New customer” Button

    Find the button at the top-right of the Customers page.

  2. Fill in Customer Information

    Enter the customer name and optional code in the first section.

  3. Add Address Details

    Fill in the customer’s address including street, city, state, postal code, and country.

  4. Enter Contact Information

    Add the primary contact’s name, email, phone number, and any additional notes.

  5. Click “Create”

    Save the customer to your database. The new customer appears in your list immediately.

Managing Existing Customers

Section titled “Managing Existing Customers”

Editing a Customer

Section titled “Editing a Customer”

  1. Select a Customer

    Click anywhere on the customer’s row in the table, or click the three-dot menu (⋮) and select “Edit”.

  2. Update Information

    Modify customer details, addresses, or contact information as needed.

  3. Save Changes

    Click the save button to update the customer record.

Deleting a Customer

Section titled “Deleting a Customer”

  1. Open Actions Menu

    Click the three-dot menu (⋮) on the customer’s row.

  2. Select “Delete”

    Choose the delete option from the menu.

  3. Confirm Deletion

    Confirm you want to permanently remove this customer.

Managing Customer Groups

Section titled “Managing Customer Groups”

Customer groups help you organize customers by type, region, or any other category that makes sense for your business.

Accessing Groups:

Click the “Groups” button at the top-right of the Customers page to view and manage your customer groups.

Common Group Uses:

  • Wholesale vs. Retail customers
  • Geographic regions
  • VIP or loyalty program members
  • Business vs. Individual buyers

💡 Best Practices

Section titled “💡 Best Practices”

Complete All Contact Details

Fill in email addresses and phone numbers for better communication and order updates.

Use Groups Effectively

Organize customers into meaningful groups to simplify reporting and targeted actions.

Keep Addresses Updated

Accurate addresses prevent shipping delays and improve delivery success rates.

Regular Data Cleanup

Periodically review and remove duplicate or outdated customer records.

Troubleshooting

Section titled “Troubleshooting”

Customer Not Appearing in List

Section titled “Customer Not Appearing in List”

Solution: Check your active filters. Clear all column search boxes to see the complete customer list.

Cannot Delete a Customer

Section titled “Cannot Delete a Customer”

Issue: Customers with existing orders or active transactions may be protected from deletion.

Solution: Archive the customer or mark them as inactive instead of deleting.

Missing Customer Information

Section titled “Missing Customer Information”

Solution: Edit the customer record and fill in any missing required fields like address or contact details.

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