You can do a lot of things on your Customer List. You can see and sort when clients signed up, search by a specific time period, click on the column headers to sort both ascending and descending, search by 'Leads' vs 'Clients' and set the default customer list view (first name or last name).
1 - All Types - Search and sort between leads and/or clients!
2 - 'Select Date Filter' lets you search and sort your client list by a specific date range. The default is 'all'
3 - Clickable header names - all the header names (Name, Email, etc) are clickable. Clicking them once sorts your list in ascending order, a second click sorts by descending order.
4 - 'Date Created' shows the date the client signed up on! Click the header name to sort your client list and show your newest clients.
5 - 'Name' sorting by last name - Your customer list is sorted by last name - starts out as descending, and clicking the header name 'name' reverse sorts the list ascending.
6 - Set the default customer view by clicking the "Name (XX)" pencil icon above the customer names. From here you can set the default sorting view for your clients (First, Last), or (Last, First).
7 - Links - The View link allows you to view/open your customer's profile. The Purchase link will direct you to the purchase flow. The History link will allow you to view/open your customer's visit history.
Happy Birthday Indicators
When a client has a birthday, you can see it with a handy visual icon. If the client has a birthday within 30 days, we display the Happy Birthday cake icon - and hovering your mouse over the icon will display their birth date. This is helpful if you want to reward them on their speacial day.
That's about it! Any questions? Chat with us or send us an email to firstname.lastname@example.org