Overview
Accessing the List
From the main sidebar menu, click on Customers. This opens your main customer table.
Understanding the Table View
The table displays key information such as Customer Name, Type, Company, Email, Address, and Tags.
Tabs: You can switch between All, Active, and Archived customers using the tabs at the top.
Search: Use the search bar to find specific clients by name or phone number.
Archiving Customers
To remove a customer from your active list without deleting their history:
Click the Three Dot Menu on the far left of the customer row.
Select Archive Customer.
Confirm the action in the popup.
Customizing Columns
You can control exactly what data is shown on your screen.
Click the Settings Icon (next to the Marketing Campaign button).
Check or uncheck columns like Customer Type, Company, Email, Primary Address, Tags, and Mobile Phone Number.
Select All: Use this to quickly enable every column.
Filtering Data
Some columns, specifically Customer Type and Tags, have a Filter Icon (funnel shape) next to the header name.
Click the icon to see a list of all existing types/tags.
Select one or more to instantly filter the list (e.g., show only "VIP" customers).
Exporting & Printing
Print: Click the Print Icon to generate a printer-friendly version of your current list.
Download: Click the Download Icon to export your list to PDF or Excel.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.