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  3. Customers Directory & Customer Profiles

Customers Directory & Customer Profiles

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  • Introduction to the Customers Directory and Customer Profiles
  • Filtering Customer records within the Customers Directory
  • Working with Customer information within the Customers Directory
  • Editing columns within the Customers Directory
  • Managing Customer Profiles from the Customers Directory
  • Creating bookings from Customer Profiles via the Customers Directory
  • Blocking Customers based on email addresses from the Customer Profile via the Customers Directory
  • Archiving Customer Profiles via the Customers Directory
  • Redacting Customer Profiles via the Customers Directory
  • Attaching related bookings to Customer Profiles via the Customers Directory
  • Detaching bookings from Customer Profiles via the Customers Directory
  • Accessing Customer Settings from the Customers Directory
  • Exporting Customer records from the Customers Directory
  • How do I import Customer records?