Searching for Customers

Isa Updated by Isa

Searching for Customers

  1. Log into the Dashboard
  2. Click Customers on the top menu bar
  3. Search by First Name, Last Name, Mobile phone number, or email address
If you’re having trouble finding a customer by name or email, phone number tends to be the most unique identifier 
  1. Click on the customer's profile to bring up their details
  2. You’ll be able to see their Contact details, Active Payment Sources, and Recent Transactions

How did we do?

Adding Admins and Multiple Dashboards

Deactivating a Customer’s Bank Account