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Customers

The Customers page allows you to manage and view all your customer information in one place. This interface provides essential tools for customer relationship management.

Customer Management Interface

Key Features​

Search and Add Customers​

  • Use the search bar in the top-right to quickly find specific customers
  • Click the "Add customer" button to create new customer profiles

Customer List View​

The customer list displays the following information in columns:

  • Avatar: Customer's profile picture
  • Name: Customer's full name
  • Able To Trade: Trading status indicator
  • Reference: Customer reference number
  • Tags: Custom tags for customer categorization
  • Action: Additional actions menu

Customer Management​

  • Add tags to customers using the "+" button
  • Access additional options through the action menu (⋮)
  • View detailed customer information by clicking on a customer row

The Customers section can be accessed from the main navigation menu on the left side of the dashboard, under the main menu items.

  • Customer data is integrated with the Orders and Transactions sections
  • Customer information can be used when creating payment requests
  • Customer profiles are linked to the sales management system