Customers
Tools and tips for managing your client database and relationships.
9 articles
Basics
Learn all about the basic customer workflows in WIZniche!
Customers: How to Create a New CustomerLearn the steps to add a new client to your database, set up their billing address, and enable them for SMS notifications.
Customers: Bulk Import Customers via CSVLearn how to upload a list of customers from a spreadsheet to populate your WIZniche account instantly.
Managing Customers (List Page)
Learn all about managing your customers in WIZniche!
Customer: How to View the Customer ListA guide to managing your customer database.
Customers: How to View a Customer ProfileThe Customer Profile page is your one-stop place to view everything about a client.
Customers: Understanding the Customer ProfileThis guide helps you understand the customer profile.
Customers: How to Edit Customer DetailsHow to update core data for an existing client.
Customers: How to Enable Notifications for a CustomerEnsuring your customer is set up to receive automated Email and SMS updates.
Customers: How to Archive a CustomerRemoving a customer from your active list without deleting their history.
Customers: Customizing the Customer List ColumnsControlling which data columns appear on your Customer list.