How do I view All Customers?

Updated on July 11, 2017 05:16am by Admin

As a sales personnel if you want to view the complete list of your customers, its possible. Viewing the entire list of customers will give you an overview of how many active and inactive customers you have.

Customers app allows you to view all the customers using show all option, which will display you all the customers.

Lets go through the following steps.

Steps to View All Customers

  1. Log in and access Customers App from your universal navigation menu bar.
  2.  Click on "Lists" drop down and select “Show All” from the left navigation panel.
    Show all
  3. You can view "Show All" dashboard as shown in the image below:
    Customer Bulk Action
  4. Select customer check box to perform “Bulk Actions”.
  5. Click on “More Detailsicon to overview customer information.
  6. You can also “Deletecustomer information, if needed.

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