Articles on: coreSTORE

coreSTORE - Sales: Customizing Displayed Columns in the Customer Dashboard


Learn how to customize the displayed columns in your customer dashboard. This guide will help you tailor the view to suit your needs better and easily see in the dashboard.



  1. Click on Sales
    Step 1 screenshot



  1. Click on Customers
    Step 2 screenshot



  1. Clicking the checkbox will show you a variety of options to do
    Step 3 screenshot



  1. You can click "Location" to choose the location for customer records search.


Assigning a specific location to the customer profile will streamline the results for that location.


Step 4 screenshot



  1. Click on start_date and end_date if you wish to narrow down the results to a specific date range
    Step 5 screenshot



  1. Click on Smart Tags


Smart tags are advanced labels that incorporate technology to coreILLA (our CRM platform) and transmit information about a product or item.


Step 6 screenshot



  1. If you are reading this message, it means that your coreILLA subscription is currently inactive. Please don't hesitate to contact us if you would like to activate your subscription.
    Step 7 screenshot



  1. Click the gear icon if you wish to enable more columns
    Step 8 screenshot



  1. Drag the highlighted link up and down by hovering your cursor on the 3 lines
    Step 9 screenshot


Updated on: 06/26/2024

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