Manage Customers

To access Manage Customers, go to Administration > Manage Customers. Manage Customers page is displayed.

On the Manage Customers pane you complete the following tasks:

Create Customer

1. Click Create Customer .

   

2. Enter the information in the fields on the Create Customer window.
3. Click Create.

Delete Customer

1. Select the customer you want to delete in the list.
2. Click (Delete Customer).

Edit Customer

1. Select the customer you want to edit in the list.
2. Click (Edit Customer).

   

3. Edit the required details of the customer.
   You cannot Edit the Customer name.
4. Click (Edit).

Reports

1. Click (Reports) drop-down.
2. Select and click the necessary Summary Report format in the Reports drop-down menu.
3. Browse to the location you want to save the report in. Click Select Folder.
4. The downloads icon expands to show the downloaded report details.

   

Group customers

1. Select the customers in the list.
2. Click the (Group by) drop-down and select the appropriate grouping criteria.

   To expand or collapse a grouped list, select Expand/Collapse Group option from the Group By drop down menu.

   To Ungroup a grouped list, select Ungroup option from the Group By drop down menu.