coreSTORE - Sales: Exploring the Customer Dashboard

In this guide, we’ll explore the basic features of the Customer Dashboard. We’ll cover the search function, how to import a customer file, and how to use the column chooser to select the fields that appear on the dashboard.

1. Click on Customers

On the Module Menu bar, select Sales, then navigate to the Customers sub-menu.

2. Search Options

At the top of the Customer Dashboard, you’ll notice several ways to search for your customers. In the search bar, you can search by name, phone number, or email address. Additionally, there are filtering options, such as the date added feature. To prevent duplicate customer records, you can search by name and email, then merge any duplicates into a single account.

3. 3 Dot Menu

The 3-dot menu is a key feature in the coreSTORE system. On the customer screen, it offers several options: you can import an Excel file of customers, export your selected and existing clients, remove old customers, and establish custom fields you want to track in your client records.

4. Cog Icon

By using the Cog Wheel icon, you can select additional columns of customer information that you’d like to display on the Customer Dashboard.

5. Import Customers

Let's navigate to the Import Customer section.

6. Import Customers

In the Import Customers section, you can download a template to format and populate your customer database. This is especially useful if you have a CSV or Excel file of clients that you want to transfer into the coreSTORE system. Simply locate your file, then map your fields to our existing fields or use our provided template.

Updated on: 09/17/2024