Skip to main content

Navigating the Customer Overview

Updated over a week ago

What's on this page:


About navigating the Customer Overview


In the Customer Overview, you can switch between the "Customers" and "Customer Groups" overviews. You can also create a new customer by clicking "+ Add Customer" (1). For the Customer Groups overview, this button is "+ Create Customer Group.

In summary, this overview is intended to manage customers/customer groups, quickly find data and maintain an overview of customer/customer group information and status.


In the Customer overview and Customer group overview you have a search and filter bar.


This contains:

  • A search field to quickly search for specific customers or customer groups.

  • Customers only: Filters based on status, such as "All", "Delivered" and "Not delivered".

  • Customers Only: Dropdown filters to segment customers based on location groups, customer groups, customer type and payment method.

In short, it is a navigation and filter area that allows you to quickly and efficiently refine and manage customer lists or customer groups.


Customer details page


When you click on a customer from the customer overview, you'll be taken to the customer's details page. This page offers extensive information and options for managing the selected customer.

In this view you have the option to manually add invoices via the + Add invoice button, adjust balance via the Adjust balance button and under the More button, you have a dropdown list with:

  • Moving in

  • Add file

  • Change customer group

  • Remove from group

  • Reset customer portal account

  • Export

Under the customer's name you will find the following tabs:


Detail

Under details you have different cards that each show you specific information about the customer in question:


Customer group details page

When you click on a customer group from the overview, you'll be taken to the customer group's details page. This page offers extensive information and options for managing the selected customer group.

Detail

Under details you have different cards that each show you specific information about the relevant customer group:


Customers

The customer card contains an overview of all basic customers in this group. This overview consists of three quick filters: All, Delivered, and Not Delivered. Here you can select and remove customers from the group.


Settings

The settings card contains the option to add 'Automatic settlement'.

Settings will be applied to customers in this group unless a different setting is set for the customer


Details

The Details card includes the ability to change the customer group name.


Did this answer your question?