Customers

Use this module to manage customers. The module has two pages:

• The Customers page, which shows all customers.

• The Customer details page, which shows details for one customer.

Each customer is one person. A customer creates a new account each time they join a challenge, so they can have more than one account. To view accounts, see the Prop Accounts module.

Customers page

Search everywhere

1. To search everywhere, click this box.

   

2. Start typing. The results update automatically.

This searches all customers and accounts.

Search for customers

1. To search for customers, click this Search box:

   

2. Type the text to search.

3. Press Enter on your keyboard.

This searches in all columns from Customer Number to City.

Sort the table

1. To sort the table, click any heading with this icon:

2. Click more than once to change the sorting:

   • Unsorted

   • Low-to-high

   • High-to-low

Add a new customer

1. To add a new customer, click this button:

   

2. Fill out all the fields in the dialog that pops up:

   

   For addresses outside the US:

   • Type the postal code in the ZIP field.

   • Type the province or other region in the State field.

Edit a customer

1. To edit a customer, click this button:

   

   You can edit the same fields as when you add a customer.

2. Make your changes, then click Ok.

Delete a customer

To delete a customer:

1. Click this button:

   

2. Click YES to confirm.

Download customer data

To download data from the table:

1. Use any options on the page to sort and select the data you want to download.

2. Click this button:

   

This downloads the current view as a CSV file.

Get more info

• To get more info on a customer, click any customer number in the list:

  

This takes you to the Customer details page.

Customer details page

To open this page, click a customer number on the Customers page.

View customer details

1. To check if a customer is verified, look for the status in the top row of buttons:

   

2. To get more info on the customer, click any section at the bottom:

   

Add and view notes

1. To add a note, click this button at the top of the page:

   

2. To view notes for the customer, click Notes at the bottom of the page.

You can also add notes for each of the customer's accounts. See Accounts.