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Locate: Customers > Directory
- Admin permissions or restricted permissions to View Customer List and Edit Customers.
- The Customer 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.
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 contact our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
In this article, we look at how to access Customer Settings from the Customer Directory.
New to the Customers Directory and Customer Profiles? Be sure to read the first article in this series for an introduction!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Customers Directory and Customer Profile features.
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 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.