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Here you will hear about some of the features of the Browse Contact page

Widget Connector
width550
urlhttps://www.youtube.com/watch?v=Y3wlc-jbHlE
height315

Step-by-step guide

  1. Login to your administration panel admin.yourwebsiteaddress.com
  2. Click "Contacts" on the left hand navigation
  • This will show a list of contacts including the contact's Name, Email Address,  Number of Orders, Credit, Rep, Pricing Tier and the Type of customer, as well as a Login button to allow direct login as customer.
  • You can click on the customer's Name to access their account
  • You can click on the customer's Email to instantly send an email.
  • The Gear icon allows you to edit the customer's information
  • The red X icon allows you to delete an account
  • The Disable button allows an account to be disabled temporarily.


Info
The Filters at the top of the screen allow you to filter customers by representative and status and can be used to more easily browse large customer lists

Filter by label (Content by label)
showLabelsfalse
max5
spacesKB
showSpacefalse
sortmodified
reversetrue
typepage
cqllabel in ("customer-list","leads","add-customers","contacts","customers","add-leads") and type = "page" and space = "KB"
labelscustomer-list customers contacts leads add-customers add-leads

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