Customers

Customers enables the organisation to register and manage the details for their customers .

REGISTERING A CUSTOMER

Figure 2.2.1 Adding a new Customer

Figure 2.2.2 Viewing a list of Customers.

Figure 2.2.3 Managing a Customer.

ADDING A NEW CUSTOMER

Adding a new customer

• You can add a new customer by clicking on the new button on the toolbar
• On click a dialog box appears as show in Figure 2.2. 1
• After entering the data.Click on 'Save Details' button to Save.
• If the new customer has been a lead, you can add by clicking the leads tab, select the lead and convert the lead by clicking the convert acount button.

Viewing registered customers

• You can view all registered Customers by clicking the 'Customers' option on the rightside menu as i Figure 2.2.2

Searching a customer

• You can search an Campaign based on Customer Name,Phone,National Id or County by typing the search criteria on top of the Column.
• You can also filter a Customer based on the Status of the Customer from the 'Status' Column.

CUSTOMER MANAGEMENT STEPS




editing or Deleting a customer



• Select the row containing the Customer you wish to edit or delete by double clicking on it.
• On click a dialog box appears as show in Figure 2.2.3
• Edit /change the field values that you wish to and click on save
  To Delete click on the 'Delete' button at the bottom of the form.
• Upon clicking the 'Delete' button a confirmation Window Appears,click "Ok" if you wish to continue deleting or "Cancel" to stop the delete operation.
• You can as well view the purchase history of the customer by clicking the purchase history tab adjacent to the customer details tab.

Printing a list of customers

• View all the Customers by clicking on the Customers tab on the rightside menu.
• Click on the print icon,a dropdown menu appears with two options.

Pdf

• This option prints/generates a Pdf document

Xls

• This option prints/generates an Excel/Spreadsheet document