DETAILED OPERATION MANUAL FOR ALL CLIENT
Last Update 4 maanden geleden
ALL CUSTOMERS is the first functionality we find in the CLIENT option of the CRM module. It allows us to manage the clients of our structure, giving us the possibility of:
- Visualize the customers already present in our database thanks to a summary table.
- Add a customer to our database.
- Search for a customer using the search bar.
- Please search for a customer by his registration date.
- Export our customer list if needed.
- Import our customer list.
- The Action part allows us to view, edit and delete a customer.
1. SUMMARY TABLE
The table allows us to have a visual that summarizes the customers already registered in our database and their information:
1. The name of the client
2. The structure of the client
3. The type of customer he is
4. Customer's address (email, mobile num)
5. Date of creation of the customer
2. ADD A CUSTOMER
The Add button creates or adds a customer to the base of a company and the information related to each visible customer in the summary table. Follow the steps to create or add a customer.
After the form is filled with all the necessary information * the documents are filled and validated and our customer is added to the summary table with the information provided during its creation.
3. SEARCH FOR A CLIENT WITH THE SEARCH BAR
The summary table shows us the customers according to the date they were added or created in the company's database and not in alphabetical order. It is, therefore, easy to lose sight of a client. The search bar was developed to find a customer already registered more quickly if we remember his full name or even a part of the name.
4. SEARCH FOR A CUSTOMER BY ITS CREATION DATE
In addition to the search bar, there is also a search by date bar. Just as it is possible to remember the full name of a client or just a part of it, it is also possible to forget the client's name entirely. This is where the basic date search comes in. See screenshot
5. EXPORT CUSTOMER LIST
This feature allows us to export the list of all our customers if the need arises; the exported list is in xlsx (Excel) format. Click on the Export xlsx button, and the export operation starts immediately, thus launching the download of an Excel file. It is this file that contains the list of clients.
6. IMPORT THE LIST OF CUSTOMERS
Conversely, we will add to our existing or non-existing customer list when exporting. To do this, our customer list will have to be loaded, and to loathe file must be the first ible, i.e., the file must be in xlsx (Excel) format. See screenshot.
After clicking on the Import xlsx button, this form is proposed, allowing us to choose our Excel file containing the list of customers. Next, you must click on Browse after that lg for the file's location on your machine. Once the file is identified, select the file and, finally, Save to load the file containing the list of customers. Once the file is selected and validated with the Save button, the customers in the file are added to the company's database.
This field allows you to perform three different actions
- View a client
In the Action section, the magnifying glass icon will enable us to view the information of a client. See screenshot.
In the Action section, the pen icon allows us to edit or modify
the information of a client. Follow the capture.
In the Action part, it is the icon in the shape of a trash can
that allows us to remove a client from the database. See screenshhot.