The "Customer Listing" feature within the module provides users with a comprehensive view of the existing customers in the system.
Here's how users can utilize the Customers Listing feature:
-
Number of Rows Dropdown: Users can choose how many rows of invoices they want to view at once. They can select from options like 25, 50, 100, or view all invoices.
-
Search: Users can search for specific records using free search functionality.
-
Filters:
-
Reset: Allows users to reset all applied filters and revert to the default view.
-
Customer assigned to me: Filters customers based on those assigned to the current user.
-
Group: Filters customers based on the assigned group or category.
-
Country: Filters customers based on the country associated with their location or address.
-
Invoice: Filters customers based on their invoice history or status.
-
Estimates: Filters customers based on estimates status.
-
Project: Filters customers based on project status.
-
Proposal: Filters customers based on their proposal status.
Grid Columns: The grid presents invoices in a tabular format, displaying various relevant details for each customer:
-
#: The unique identifier for each customer.
-
Company: Name of the company associated with the customer.
-
Primary contact: Name of the primary contact person for the customer.
-
Primary email: Email address of the primary contact person.
-
Phone: Phone number of the primary contact person or company.
-
Active: Indicates whether the customer's account is active or inactive.
-
Groups: Groups or categories the customer belongs to for organizational purposes.
-
Date Created: Date when the customer account was created.
-
Status: Current status of the customer account, such as active, pending, or inactive.
Actions: Each row in the grid provides additional actions:
-
View: Users can click the "View" button to open the customer details for a closer inspection.
-
Contacts: Users can click on the “contacts” button to open the customer contacts page to add and manage customer contacts.
-
Delete: Users can click on the “delete” button to delete any specific customer.
