Customers(new)

Type:    Perspective
Description:
Items:


Customer Summary

Provides information about the customers associated with a selected merchant.
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New Customer
Creates a new customer. Opens New Customer form.
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Filter Customers
Allows to select criteria to filter the customers in the list.
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Add Filters
Allows to set additional filters for customers search.
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First Name
Allows to search customers associated with a particular first name.
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Last Name
Allows to search customers associated with a particular last name.
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Organization
Allows to search customers associated with a particular organization.
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Email
Allows to search customers associated with a particular email address.
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Phone
Allows to search customers associated with a particular phone number.
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Balance
Allows to search customers associated with a particular balance amount.
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Status
Allows to search customers with a particular status.
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Active
Allows to select active customers as a search criteria.
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Inactive
Allows to select inactive customers as a search criteria.
Close
Excludes search criteria from the filters list.
Apply Filters
Applies the selected filters to the customers search.
Name
Name of a customer.
Organization
Organization of a customer.
Status
Status of a customer.
Balance
Balance of a customer.
Details
Allows to review and modify information associated with a customer. Opens Customer form.