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.
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Customers > Directory
What prerequisites are there?
- Admin permissions or restricted permissions to View Customer List and Edit Customers.
Which Checkfront version supports this feature - classic, new, or both?
- The Customers Directory feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
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New to Checkfront - Products ✨ Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront. Not yet on our newest version and interested in upgrading? Please get in touch with our Technical Support team for more information. Discover more product-related help articles here: Products (New). |
Accessing Customer Settings
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Customer Settings can be accessed via the button at the top-right of the Customers Directory page.
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For details on the Customer Settings, please view the following article 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.
< Detaching bookings from Customer Profiles | Configuring data columns for display >