Viewing Customer Accounts

There are two types of customer accounts in Business Manager - non-archived and archived. You can filter the customer accounts by this status.

Customers is where you will find information about the vast majority of the customers entered in your Business Manager system. All customers count against your license limit. Initially, the page displays a list of all customers with the status of Pending, Active, Canceled, Fraudulent, Suspended, Inactive, and Declined, from newest to oldest. Clicking on one of the column headers will sort your customer data by the relevant heading.

To view customer accounts:

Go to the Business Operations > Customers. This will open a list of accounts.

You can access the customer details screen for each customer listed by either clicking the Customer ID or the Details link.

Clicking the e-mail address in the Customers list will enable you to send an e-mail directly to this customer. You can format these e-mails using various rich text tools.