Managing Customers

Search Bar

Locate specific customers profiles quickly by using the search bar located on the top-right of the page. Input customer information such as Customer #, Customer Name, Email or Phone to perform a quick search. 

Quick Links 

Manage customers information easily with the Edit and Delete quick links located in the Actions column. 

Click on Edit to modify details such as Customer Name, Email, Address, and Phone for the selected customer. 

Click on Delete to remove the selected customer and all their stored credit cards from your customers database. 

Click on Import Customers to import a customer list using a CSV file.

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