How do I view Customers by Directory?

Updated on July 24, 2017 04:42AM by Admin

In Customers app, Directory is used to view a particular customer record  using alphabets. You can also view all customers by the help of "All" option which is located at the top of the directory.  Click on "More" icon and select "Settings" to configure Views to be shown in dashboard.

Steps to view Customers based on Directory 

  1. Log in and access Customers App from your universal navigation menu bar.
    Access Customers App
  2. Now, click on "Directory" from the left navigation panel.
    Customer Directory
  3. You can choose particular alphabet (or) "All" to view customers in the dashboard. For instance: All
     
  4. You can select customers to perform "Bulk Actions".
  5. Click on "Delete" icon to delete customer, if needed.

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