Continue reading for a brief overview on how to navigate the Customers module
1. The Customers Module
The Customers module is a collection of all Customers currently saved to your Rose Rocket software. It is also where you can add new Customers or make changes to existing ones.
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2. Search & Filters
To search for a specific Customer, enter their name or short code into the search box in the top right corner of the page and click the magnifying glass or press enter.
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3. To clear the search, remove what's written and click the magnifying glass again or press enter.
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4. Filter your customer list
Apply filters to find customers easily.
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5. Click '+Add Filter' to view available filters.
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6. Removing filters
Use the 'X' to remove the filters you have applied.
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7. Customize your columns
Click the 'Customize' button to choose which columns you want to see.
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8. Select the columns you want to add or use the 'x' for columns you want to remove and click 'Save' when you're finished editing.
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9. Save your views
Click '+Add' to create and save custom views with filters and columns for all your team to use.
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10. Search through the list
You can scroll through the list of Customers displayed if you have multiple pages.
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11. Create new customers
Create a new customer by clicking the 'Create' button on the top right.
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12. Download your data
Using the three dots, you'll have options to import and export your customers.
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13. Click on Export CSV
Export what you see, exactly as you see it. Adjust the size of your columns to add more or less information.
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14. Click on the customer's name to view the profile
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Switch between center-view and side-view to view your customer's profile details.