The Customer Dashboard gives you a complete overview of your customers and members, making it easy to manage accounts, monitor customer activity, and identify your most valuable customers.
From a single screen, you can search customer records, view outstanding credits, unlock member accounts, monitor member levels, and access customer information quickly.
From the Customer Dashboard, you can:
The dashboard separates two types of accounts:
View the total value of unused customer credit notes.
Select Outstanding Credit Notes to see a complete list of members who currently have available credits.
Customer accounts are automatically locked after multiple failed login attempts to help protect against unauthorised access.
If a customer is unable to log in, open the Locked Accounts list and unlock their account.
View all member levels currently configured on your website, along with the number and percentage of members in each level. This helps you monitor your loyalty program and customer engagement.
View your highest-value customers based on their total purchases.
If a customer is also a registered member, an account icon is displayed next to their name. You can open their profile to view customer details or order history.
Use the search box to quickly find members by:
You can also sort the member list by:
From the Options menu, you can:
These tools help clean up member accounts, although they should be reviewed before use. If you experience a large number of spam registrations, contact support for assistance.