A customer is the top level of your customer hierarchy. The Customers list shows all your customers. From it, you open a customer's page, which shows the customer's main information and the paying accounts that belong to it.
To open the list, go to Customer Care > Customers. If this entry is missing from the menu, it is hidden by the Navigation Panel setting described in Customer hierarchy - newUI.
Customers list
Each line is a customer. The list shows these columns:
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Code
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Name: the description for a company or a government body, the first and last name for an individual
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Seller
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Category
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Parent: the parent customer, if there is one
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Account type: Company, Individual or Government
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Creation date
You can also show these columns: Address line 1, Postal code, City, Country and Registration N°. You can sort and filter the columns, and move or hide them.
The list is sorted by creation date, newest first. Use the search bar to find a customer by code or by name.
From the list, you can:
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Click Create customer hierarchy to create a new customer hierarchy.
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Click Export table to download the list.
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Click a customer's code to open the customer's page.
Customer page
The customer page has the General information and Advanced information tabs and, from 18.1.0 onwards, a Documents tab. When custom fields are defined for customers, an Extended information tab shows them.
General information
The General information section shows the customer's Code, Name, Seller and Category. From 18.1.0 onwards, it also shows the customer's Email address. To change this information, click Edit.
Below it, the Paying accounts section lists the paying accounts of this customer, with their Code, Name, Payment method, Credit category, Account type and Creation date. From 18.1.0 onwards, the Account type column replaces the Balance column. Click a paying account's name to open its page.
Advanced information
The Advanced information tab shows the customer's address, account type and parent customer.
Documents
From 18.1.0 onwards, the Documents tab lists the files attached to the customer. You can upload, download and delete them. See Documents tab.