Customer Detail View

The customer detail view is where you look up information on a specific customer, see any orders they have, and any licenses they are assigned to, along with logs.

Actions you can take on a customer

• Edit customer details
• Add/remove customer labels
• Change customer accounts
• Delete the customer

Edit customer details

A customer has the following fields that can be modified or left blank. The email address, however, is required.

Email is required.

• Email (Required)
• First Name
• Last Name
• Address
• City
• State/Province
• Country
• Zipcode/Postcode
• Phone Number
• Company Name
• Reference (Customer reference number)

Add customer label

Customers can be filtered by their labels, which is useful when searching for certain types of customers.

Click "Add label" and select an existing unapplied label for the customer, or create a new one and apply it.