Customer Detail View
The customer detail view is where you would look up information on a specific customer, see any orders they have, and any licenses they are assigned to, along with logs.
- Edit customer details
- Add/remove customer labels
- Change customer accounts
- Delete the customer
A customer has the following fields that can be modified or left blank. The email address however, is a required field:
- Email Required
- First Name
- Last Name
- Phone Number
- Company Name
- Reference Customer reference number
Customers can be filtered by their labels, which can be useful when searching for certain types of customers.
Click "Add label" and select an existing unapplied label to your customer, or create a new one and apply it to them.