Customers

Customer Transactions Transactions are created for every order that results in an exchange of money. You can record different types of transactions for a customer: Deposit, Charge, Refund, Chargeback or Delete a transaction. In this section: Re ...

Add / Update / Merge Customers Add Customers You can manually create a customer profile from your ClickCRM Dashboard. Go to the Customers area and click on Add New. Fill in the applicable fields and then click Save to confirm your changes. Your new acc ...

Introduction On your ClickCRM Dashboard, every time a new customer places an order with your store, their name and information are automatically added to your customer list. In the Customers page you can review all your customers and man ...

Customer Orders From your Customers details page you can add, cancel, refund or export orders, change the affiliate for a specific order and resend order confirmation emails. In this section: Adding a new orderCancel/Refund ordersChange af ...

Search / Sort / Export Customers To organize and to find customers in a list that spans many pages, you can sort, search, and filter the list. Filter by product, date, name, email address, status and more. To filter the customer by the product they bough ...