The Customers screen gives you a consolidated view of all your customer organisations, letting you see at a glance how many are active, add new records, import bulk data and drill into individual customer details.
[image]
At the top you’ll find real-time metrics for your customer base:
Total Customers – total number of customer records
Active Customers – those currently enabled
Inactive Customers – those you’ve deactivated
Active Contacts / Inactive Contacts – contact-level counts
Contacts Logged… – number of logged interactions
New Customer: Click to open the “Add Customer” form.
Import Customers: Upload a CSV to bulk-load customer data.
Filters: Refine which customers appear in the table (e.g. by status or group).
Search: Keyword search across company name, contact, email, etc.
Export: Download the current list as CSV.
Bulk Actions: Change status or delete multiple records at once.
Column | Description |
|---|---|
# | Sequential record number |
Company | Customer organisation’s name |
Primary Contact | Main point of contact (name) |
Primary Email | Contact’s email address |
Phone | Contact’s phone number |
Active | Toggle on/off to activate or deactivate a customer record |
Groups | Any customer groups or segments assigned |
Date Created | Timestamp when the record was first added |
Use the Add New Customer form to register a new company in the system. You can capture core details, define billing/shipping settings, and immediately save or proceed to add a primary contact.
Tabs
Customer Details – basic company profile and preferences
Billing & Shipping – (click to enter invoicing and delivery addresses)
Save
Saves the customer record and returns you to the customer list.
Save and create contact
Saves the company and immediately opens the “Add Contact” form to link a primary contact.
Only Company is mandatory—add other details as needed for invoicing or segmentation.
Use Groups to segment customers for targeted communications and reporting.
If you know you’ll need a contact straight away, choose Save and create contact to streamline setup.
The Customer Admins tab lets you designate which of your internal staff members have administrative access to this customer’s account. Admins can view and manage invoices, payments, contacts and other customer-specific settings.
[image]
From the Customers list, click on the company name (e.g. Modevents Event Records).
In the left-hand sidebar, ensure Profile is selected.
Click the Customer Admins tab at the top of the profile pane.
Click Assign Admin.
In the popup, choose one or more staff members from the dropdown.
Click Save.
The selected staff will immediately appear in the Admins list.
Element | Description |
|---|---|
Staff Member | Name of the assigned internal user. |
Date Assigned | When the admin role was granted. |
Options | Actions for each entry (e.g. revoke admin access). |
No entries found will display if no admins have been assigned yet.
Use the Search box to filter by staff name.
Click Export to download the current admin list as CSV.
Grant admin rights sparingly—only to staff who need full visibility into this customer’s records.
Regularly review and revoke access for staff who no longer manage this account.
Combine the Export feature with your internal audit logs for compliance tracking.
