Customer

Overview

This section provides an overview of how our Customer Management Tool webpage looks. The layout remains the same on mobile devices. Click on the image below to view a larger version.

As shown above, the Customer Tool tab is a submenu under the CRM tab. It can be accessed by clicking on the dropdown icon next to the CRM tab.

When on the Customer page, the tab is highlighted with a distinct color, as seen in the image above, making it easy to identify the webpage you are on. Additionally, there is a large header positioned at the top left corner of the page. The header title corresponds to the current page, providing clear context to users.

Creating a Customer

This section guides you through the process of creating a customer using our Customer Management Tool.

Step 1: Locate the Add Button

To start creating a customer, locate the Add button at the top of the webpage. (Refer to the image below for the location of the Add button.)

Step 2: Open the Overlay Menu

Clicking on the Add button will display an overlay menu with two options:

1.Create

2.Import File

(Refer to the image above for the overlay menu.)

For this section, we will focus on the Create option.

Step 3: Open the Customer Form

Click on the Create option. A form will appear, allowing you to enter the customer's details. (Refer to the image below for the form layout.)

Step 4: Fill in the Customer Details

Complete the form by providing the following details:

Title (e.g., Mr., Mrs., Dr.)

First Name

Last Name

Email Address

Phone Number

Address

Step 5: Save the Customer

Once all necessary fields are completed, click the Create button at the bottom of the form.

And that's it! You have successfully created a customer. (Refer to the images provided for a visual walkthrough of each step.)

Importing Customers

In this section, we will guide you on how to import customers into your Customer Management Tool using a CSV file.

Step 1: Locate the Add Button

First, locate the Add button at the top of the webpage to begin the import process.

Refer to the image below to see the Add button:

Step 2: Open the Overlay Menu

Click the Add button to display an overlay menu. As explained in the previous section, the menu contains two options:

• Create
• Import File

This time, click on the Import File option.

Refer to the image below for the highlighted Import option:

Step 3: Upload the CSV File

After clicking the Import option, a form will appear. This form allows you to upload your CSV file.

Refer to the image below to see the form layout:

Step 4: CSV File Requirements

For a successful import, your CSV file must meet the following requirements:

• The file must have the following headers: title, first name, last name, email, phone, and address.
• The order of the headers does not matter, but all the headers must be included.
• Only CSV files are accepted. Any other file type will result in an error.

Ensure your file is formatted correctly before uploading it into the form.

Step 5: Import the File

Once your CSV file is ready, upload it into the form. After uploading, click on the Import button to complete the process.

And that's it! Your customers will be imported successfully into your CRM system.

Viewing a Customer's Full Details

In this section, we will guide you on how to view the full details of a customer in your Customer Management Tool.

Step 1: Locate the Customer in the Table

After a customer is created, their information is displayed in a tabular format. To the right of each customer entry, there is a menu represented by a three-dot icon.

Refer to the image below for the location of the three-dot menu:

Step 2: Open the Options Menu

Click on the three-dot menu to open an overlay with the following options:

• Full Details
• Edit
• Delete

Refer to the image below to see the overlay menu:

Step 3: Select "Full Details"

From the overlay menu, click on the Full Details option. This will display the customer's full information on the screen.

Step 4: View Customer Information

The full details view will include the following information about the customer:

• The date the customer was created
• The customer's name
• The customer's email
• The last date when the customer's data was updated

You can now review all the relevant details about the customer on this screen.

Editing a Customer's Details

In this section, we will guide you on how to edit a customer's details in your Customer Management Tool.

Step 1: Locate the Customer in the Table

As with viewing a customer's full details, locate the customer in the tabular format. To the right of the customer entry, click on the three-dot menu.

Step 2: Select "Edit"

From the options that appear in the overlay menu, click on the Edit option. This will load the customer's details and open a form for editing.

Step 3: Edit Customer Details

Update the necessary fields in the form. The fields will include the same information you provided during customer creation, such as:

• Title
• First Name
• Last Name
• Email Address
• Phone Number
• Address

Step 4: Save Changes

Once you have made the necessary changes, click the Update button located below the form to save the updated details.

The customer's information will now be updated in the system.

Deleting a Customer

In this section, we will guide you on how to delete a customer from your Customer Management Tool.

Step 1: Locate the Customer in the Table

As with the previous actions (viewing full details and editing), locate the customer in the tabular format. To the right of the customer entry, click on the three-dot menu.

Step 2: Select "Delete"

From the options that appear in the overlay menu, click on the Delete option. Once clicked, the customer’s data will be permanently removed from the CRM.

Step 3: Important Note

Please note that this action is irreversible. Once a customer's data is deleted, it cannot be recovered. Ensure you truly intend to delete the customer's information before proceeding with this action.

Exporting Customers

In this section, we will guide you on how to export selected customers from your Customer Management Tool.

Step 1: Select Customers to Export

Each customer entry in the table has a checkbox on the right-hand side. To begin the export process, check the box next to the customers you wish to export.

Refer to the image below to see the checkbox location:

Step 2: Access the Top Menu

Once one or more checkboxes are checked, a three-dot menu will appear at the top of the table header. Click on the three-dot menu to open an overlay with options.

Refer to the image below to see the overlay menu:

Step 3: Select "Export"

In the overlay menu, click on the Export option. This will trigger the export process, and the selected customers will be prepared for download.

Step 4: Wait for Background Processing

Once you click "Export", the system will process the selected customers in the background. This might take a few moments depending on the number of customers you selected.

Step 5: Download the CSV File

After processing, the selected customers will be exported into a CSV file, which will be automatically downloaded to your browser.

Once the download is complete, you will have a CSV file containing the selected customers' data on your system, which can be opened and used in applications that support CSV files.

Deleting Multiple Customers

In this section, we will guide you on how to delete multiple customers from your Customer Management Tool.

Step 1: Select Customers to Delete

Each customer entry in the table has a checkbox on the right-hand side. To begin the deletion process, check the box next to the customers you wish to delete.

Refer to the image below to see the checkbox location:

Step 2: Access the Top Menu

Once you check one or more checkboxes, a three-dot menu will appear at the top of the table header. Click on this three-dot menu to open an overlay with options.

Refer to the image below to see the overlay menu:

Step 3: Select "Delete"

In the overlay menu, click on the Delete option. Once clicked, all the selected customers will be permanently deleted from the system.

Step 4: Important Note

Be cautious before clicking "Delete". This action is irreversible. Once the customers are deleted, their data cannot be recovered. Ensure you are deleting the correct customers before proceeding.

Step 5: Confirm Deletion

After clicking "Delete", the selected customers will be automatically removed from your customer list, and their data will no longer be available in the CRM system.