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Accessing Customer Settings from the Customers Directory

Learn how to access Customer Settings from the Customers Directory.

New to the Customers Directory? Read the first article in this series for an introduction to the Customers Directory feature.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

Customers > Directory
 

What more do I need to use this feature?

  • Admin or restricted permissions to View Customer List and Edit Customers.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

Accessing Customer Settings

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The Customers page shows a list of active customers with a highlighted arrow pointing to the Customer Settings button in the top right corner.

Customer Settings can be accessed via the button at the top-right of the Customers Directory page.

 

Callout icon of a cap and certificate, indicating additional learning resources.

Learn more about Customer accounts

For a detailed look at Customer settings, check out the following articles:

 

In the next article within this series, we look at how to select and re-order data columns for display within your Customer Directory.

 

 

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