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.
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).
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.