Managing Your Customer List

Summary

Managing customers is performed on the Customer list display in the top navigation.

The customer list shows all of the customers in your client list.

 

Customers Toolbar

The customers toolbar allows you to quickly filter and search your customer list as well as quickly add new customers.

You can search the list by typing in all or part of the customer name into the filter box in the toolbar.

Pagination Toolbar

If there are more customers to display than will fit on a single page, the pagination toolbar will be displayed under the customer list. You can navigate between the pages in the list by clicking on a specific page or clicking the < or > arrows to move to the previous or next page.

Adding Customers

Clicking the add customer button will open the customer editor for a new customer.

Enter the customer’s name and company name if it is a corporate client. The Display As field is used in list throughout the system and will be pre-populated with your customer name or company name if it is a company. If you would like to change the Display As name you can do so as well.

Click the Add button under Addresses to add a new address for the customer. You can have as many addresses as you need for a customer.

Click the Add button under Email Addresses to add a new email address for the customer. You can have as many email addresses as you need for a customer.

Click the Add button under Phone Numbers to add a new phone number for the customer. You can have as many phone number as you need for a customer.

Once you are finished entering in your new customer’s information. Click  to save your new customer.

Editing Customers

On the customer list, click on the edit icon  in the actions column on the right side of a customer’s row  to begin editing a customer. Update the customer information as needed then click  to update the customer.

Removing Customers

On the customer list, click on the remove icon  in the actions column on the right side of a customer’s row  to remove a customer or click the edit icon  in the actions column on the right side of a customer’s row to edit the customer and then click . You will be asked to confirm that you want to remove the customer. Click “OK” to continue with removing the customer.

Viewing Customer History

On the customer list, click on the customer’s name to view their work history and billing history. You can also take credit card payments for your customers over the telephone on this screen if you have enabled Square Payment Processing for your Business in the configuration section.

 

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