Customers

Overview

The Customers page lists every customer tracked in Customer Service, along with summary financial metrics and contact details. Use it to look up a customer, review their account standing, or jump into their transaction history.

Toolbar Actions

Action	What it does
New	Creates a new customer record.
Transactions	Shows transaction history for the selected customer. Select a customer using the checkbox in the first column to activate this.
Global transactions	Shows transactions across all customers, regardless of any selection.

Summary Cards

Four cards at the top summarize your customer base:

• Total Outstanding Balance — the total amount currently owed across all customers, along with the overall credit utilization percentage.
• Total Sales — the total value of sales across all customers.
• Profit Margin — the overall profit margin percentage across customer sales.
• New Customers This Month — the number of customers added this month, along with the total count of active customers.

Customer List Table

The table shows, for each customer:

• Customer Number — the unique identifier for the customer record. Select the column header to sort the list by this column.
• Customer Name
• City
• Contact — the primary contact person at that customer.
• Phone

Select any row to open that customer's full record.