Exploring the Customers Tab

What’s new?

Infinite scrolling
Merge Duplicated Customers
User Assignment Management
New filtering design

Let’s explore the new look, select the Customers tab

Import customers and Add new customer (if permitted)
Filtering options
Total number of customers and download all icon
Viewing options – Map and List View

When you select a customer profile a list of icons will be visible

Let’s have a look at the icons that appear when one or more customer profiles are selected.

Download and export the entire customer database
Activate inactive customers
Deactivate customer profile
Assign customer to you (if permitted)
Manage Assignments (bulk user assignment)
Merge (duplicated customer profiles)

Manage assignments

Step 1: Select the customers that you want to bulk assign to any of your users. The selected customer names will be listed. You will also be able to see users already assigned to some if not all customers selected, now you can proceed to select a user/s from your list of users

Step 2: You can now start typing the username and or select the drop-down arrow to expand your list as shown below

If you want to make any changes on the Existing assignment, select the user then click the drop-down arrow. From the options presented you can now make any changes.