Customers overview
Customer list with search, sort, loyalty points, and detail access.
Open in dashboardCustomers
Overview
The Customers page shows every customer in your organization, with search, sort, and a link to each customer's detail page for sales and prescription history.
When to use it
- Looking up a customer by name, phone, email, Line ID, or member number
- Reviewing top-loyalty customers
- Checking a customer's lifetime stats or recent sales
- Editing or removing a customer record
How to use it
Video tutorial coming soon
- Open Customers.
- Search by name, phone, email, Line ID, or member number (500 ms debounce).
- Sort by registration date or loyalty points.
- Click a customer row to open the detail page.
- Row menu lets you Edit or Delete.
Tips & gotchas
- All roles can view; OWNER can edit and delete.
- Customer detail page includes profile card, recent sales, and prescription history.
- Status (active/inactive) is computed from recency of purchases.