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.
Which plans include this feature?
Where can I find this feature using the top menu?
Customers > Directory
What more do I need to use this feature?
Which Checkfront version supports this feature - classic, new or both?
- This feature is available in both our classic version using items (Inventory > Items) and our newest version using products (Inventory > Products). → Learn more about products
Accessing Customer SettingsBack to top
Customer Settings can be accessed via the button at the top-right of the Customers Directory page.
For details on the Customer Settings, please view the following articles for more information.
In the next article within this series, we look at how to select and re-order data columns for display within your Customer Directory.