The Customers menu displays a list of all active customers and integrators in the system. From this menu, you can view customer details, manage table settings, filter results, and access deleted records when needed.
The table is not refreshed in real time. It is reloaded only when you open the menu or manually click Refresh. If another user makes changes while you have the table open, you must refresh the page to see the updated information.
Viewing Customer and Integrator Records
Click on any customer name to open the customer properties page.
To view previously removed customers or integrators, open the Deleted Customers tab.
Customizing Table Columns
You can choose which columns are displayed in the table:
Click the Columns button.
Select or deselect the fields you want to show or hide.
This allows you to tailor the table to your workflow and hide unnecessary information.
Adjusting the Number of Entries per Page
Use the entries per page selector to control how many rows are displayed at once. This is useful for navigating large customer lists.
Sorting the Table
You can sort the table by any column:
Click the arrow icons in a column header to sort in ascending or descending order.
The selected column becomes the primary sorting field.
Searching and Filtering
Each column header includes a search field:
Start typing to filter by ID, name, email, or any other column value.
Partial matches are supported.
You can enter filters in multiple columns simultaneously to narrow results.
Click the “x” icon to clear an individual filter.
To remove all filters at once, click Reset Filters.
Resetting Table Settings
Click Reset Settings to restore the table to its default configuration, including:
Column visibility
Sorting
Filters
Layout preferences
For more information on the Integrator level user interface, please refer to this article↗️
For more information on the Customer level user interface, please refer to this article↗️