Customers - Dealer Admin
Mina william
10 steps
2 minutes
Ondigitalocean
1
On this page, you can find all the customers you have available.
2
In the blue row, you will find the different filters you can use to sort the table.
3
When you want to see the table again in its default form, just click "Clear filters and sorters"
4
If you want to edit customer information, just click this icon.
5
You will see different tabs. In general, you will be able to view or change the customer's general information.
6
In documents, you will find the personal documents that have been requested from this customer as personal information.
7
In attachments, you can see the various files that the customer has uploaded.
8
In transactions, you will only be able to see the transaction history for this customer.
9
When you have finished making the changes you need to make, go to General and click "Save"
10
And to return to the customers tab click "Back"
Customers - Dealer Admin
Mina william
10 steps
2 minutes
Ondigitalocean
1
On this page, you can find all the customers you have available.
2
In the blue row, you will find the different filters you can use to sort the table.
3
When you want to see the table again in its default form, just click "Clear filters and sorters"
4
If you want to edit customer information, just click this icon.
5
You will see different tabs. In general, you will be able to view or change the customer's general information.
6
In documents, you will find the personal documents that have been requested from this customer as personal information.
7
In attachments, you can see the various files that the customer has uploaded.
8
In transactions, you will only be able to see the transaction history for this customer.
9
When you have finished making the changes you need to make, go to General and click "Save"
10
And to return to the customers tab click "Back"
