How to manage customers in alvcard susyem?

7th Mar, 2024

This page acts as a central hub for users to efficiently manage customer-related activities, providing a range of functionalities for streamlined customer management.





  1. Navigate to Customer Page:

    • Purpose: Access a comprehensive list of customers.
    • Action: Navigate to the Customer page to view and manage customer details within the system.
  2. Filter Customers and Reset Filter:

    • Purpose: Easily locate specific customer records based on criteria.
    • Actions:
      • Filter Customers: Apply filters to refine the list of displayed customers.
      • Reset Filter: Clear applied filters to view the complete customer list.
  3. Add New Customer:

    • Purpose: Introduce a new customer to the system.
    • Action: Add a new customer, providing necessary details such as name, contact information, etc.


  1. when creating a customer auto-subscribed default plan or selected plan


  1. Navigate to Trashed List and Perform Restore and Permanent Delete:

    • Purpose: Manage customers that have been moved to the trashed list.
    • Actions:
      • Restore: Bring back a customer from the trashed list to the active list.
      • Permanent Delete: Permanently remove a customer from the trashed list.
  2. Delete Multiple Customers:

    • Purpose: Streamline the removal of multiple customers.
    • Action: Select and delete multiple customer records simultaneously, enhancing efficiency in customer management.
  3. Update Status:

    • Purpose: Modify the status (active or inactive) of a customer.
    • Action: Update the status of a customer record as needed.
  4. Email Verified:

    • Purpose: Verify and manage customer email status.
    • Action: Indicate and manage the email verification status of a customer.
  5. Delete, Update, Change Password, Login to Customer Panel:

    • Purpose: Individually modify, remove, change password, and access the customer panel.
    • Actions:
      • Delete Customer: Remove a specific customer from the system.
      • Update Customer: Modify details of a specific customer.
      • Change Password: Adjust the password for a specific customer.
      • Login to Customer Panel: Access the customer panel for further management.
  6. Export Customers in [PDF, XLSX, Print]:

    • Purpose: Obtain customer data in various formats for external use.
    • Actions:
      • Export to PDF: Generate a PDF document containing customer data.
      • Export to XLSX: Generate an Excel spreadsheet containing customer data.
      • Print: Print a physical copy of the customer list.

 



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