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.
- Click on Sales
- Click on Customers
- Clicking the checkbox will show you a variety of options to do
- 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.
- Click on start_date and end_date if you wish to narrow down the results to a specific date range
- 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.
- 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.
- Click the gear icon if you wish to enable more columns
- Drag the highlighted link up and down by hovering your cursor on the 3 lines
Updated on: 06/26/2024
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