Customers Directory & Customer Profiles
- 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?