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1.3 All Customers

  • Displays the complete list of customers in the system.
  • Allows filtering, searching, and sorting customers.
  • Useful for accessing full customer records.

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Features and Actions

Search Bar – Allows quick keyword-based searching for customers by name, email, or other details.

Filter Option – Enables applying filters to narrow down the displayed customer list based on specific criteria (e.g., status, channel).

Action Buttons :

ICON NAME ACTION
Edit Modify existing customer details such as name, contact information, and channel.
Customer Type Specify the customer type (e.g., Premium, Activation) and set the associated expiry date.
Assign Sales Rep Assign one or more sales representatives to manage the customer.
Manage Address Add, edit, or update the customer's billing and shipping addresses.
Update NS Internal ID Update the customer's NetSuite Internal ID for system integration purposes.
Download Certificate Download any customer-provided proof or compliance certificates stored in the system.
Delete Customer

Permanently remove the customer record from the system.

Create Customer Add a new customer by entering relevant details and compliance information.