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View and Filter CustomersΒΆ

To view all Customers, navigate to Customers > Customers in the main menu.

Preview:

The following information about Customers is available in the Customers list:

Name Description
NAME  
GROUP  
PARENT CUSTOMER  
INTERNAL RATING  
TAX CODE  
PAYMENT TERM  

Next steps

You can perform the following actions with every item in the Customers list:

OR

Aternatively: Hover over the more actions menu to the right of the item and click the to open its details page.

  • Edit a Customer details: Hover over the more actions menu to the right of the item and click the to start editing its details.

You can perform the following actions on the Customer User Roles page: