The Customers module is a database where you can access your entire client base in one location. From here, you can easily manage contact information and view important details about their activity.
The main page provides an at a glance summary of key details.
- Use Search at the tope of the page to filter results by customer name, email, or phone.
- Actions = view customer details or take a quick payment.
- Customer = customer's full name.
- Email = customer's email address.
- Phone = customer's phone number.
If your list of customers exceeds one page, pagination at the bottom of the page allows you to quickly navigate to data on other pages. Use the dropdown menu in the lower right corner to adjust the number of items per page.
Use the Export Customers action to export a raw data file of all customers. There is little formatting on the file, which is intentional as it gives users more options for how to use the data. The export includes customer name, email address, phone number, create date, and projects.