Here you will find a list of all clients. You can add them here by importing them via Excel file or creating them manually. Also, when you create a repair or sales order, a customer is automatically created in the database.

Let's take a look at the information we see when we go to the "Customers" section:

  • ID - the customer ID or sequence number.
  • Tag - a kind of additional information about the client. For example, the client is on the black list, VIP, has a discount and so on. With the help of this label you will be able to distinguish ordinary customers from privileged ones when creating an order or request.
  • Full Name and Phone number that you can press to call the customer.
  • Address and Email.
  • Date of registration - the date we added the client to the database.

Above are the filters with which we can sort the clients.

  • Filters by customer, customer name or phone number, address, ID number or order number.
  • For the period - filter clients by the period when the client was created in the database.
  • Repair - filter by the model of the unit the customer turned in for repair.
  • Purchase - filter by the product the customer was buying.
  • Quantity of appeals - filter by the number of requests from the client. For example, find customers who have contacted the service center more than once.
  • Filters by operator that communicated with the client, by type of client, physical or legal entity, by tag, marketing channel.
  • Filter by action on which customers had incoming calls, created requests or created orders.

At the very bottom there is a button "Delete All". By clicking on this button, you can delete all filtered clients. And the "Export" button, which allows you to unload the client database into an Excel file.

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