Customer Settings control how your Customers Directory behaves, including account options and auto-redaction. This article shows you exactly where to find them.
Learn how to access Customer Settings from the Customers Directory.
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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?
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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 (Inventory > Items) and our classic products version (Inventory > Products). → Learn more about products
Accessing Customer Settings
Customer Settings can be accessed via the button at the top-right of the Customers Directory page.
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Learn more about Customer accounts For a detailed look at Customer settings, check out the following articles: |
Next Steps
In the next article in this series, we look at how to select and reorder data columns for display in your Customer Directory.
< Detaching bookings from Customer Profiles | Exporting Customer records >