Which options do I have in the customer database?

Go to customers in your dashboard. 

There you can search for customers or use a filter. You can also add contacts to your customer database to track their activity and contact them with pre-filled details.

You find the following information about your customer in the database: 

 

You find the buttons on the right side. 

 

You need the following information to add a new customer: First name, last name, email address, phone number, date of birth. 

 

You have to create a excel file (.CSV, .XLS or .XLSX) to import contact details. You need the following information of your customer to fill into the list: First name, last name, email address and phone number. 

You have also the option to skip rows with invalid data. If you selected a file, you have to upload the file. 

 

Type the name, email address or other information about your customer in the search box to find the customer. 

 

With the filter function you can decide which customers should display. The following filters are possible: 

After you have used a filter, you can remove the filter while you tick the X in the button with the filter.