View a customer record

One essential feature of Business Hub is the ability to view and manage customer records efficiently. In this guide, we will walk you through the steps to view a customer. This capability is essential for providing excellent customer service, managing orders effectively, and gaining insights into customer preferences and history.

To view your Customers list:

1. Log into your DecoNetwork website.
2. Browse to Business Hub > Customers.

   

   

   

   The main work area shows a list of all your existing customers.

   

   Click the image to enlarge.

   

   Active customers are shown by default. You can choose to view deleted customers or spam customers by clicking on the Deleted or Spam tabs at the top left of the table respectively.

3. Click view to open a customer account you want to edit.
   

   You can also click anywhere within a customer's row to load it.

   The customer record page will be displayed.

   

   If a customer has notes against them that are marked as important, a popup will appear showing all the important notes.