Customer Profiles List

The customer profile list is accessible in the main menu under ORDERS / CUSTOMERS

The powerful search bar can help you find and filter customers more easily.

You can search by:
- First Name
- Last Name
- Phone Number
- Email

Note that the search supports parital and full matches. For example, you can enter just an area code and obtain results, or a domain name as part of an email address.

It's also possible to filter the client list according to pre-existing filters.Date range: Allows selection of accounts by the date they were created
Payment Status: Permits selecting accounts with paid or unpaid carts
Type of Customer Account: Accounts can be offline accounts (customers that ordered and entered their emails but did not create a password and an online account) or fully registered accounts
Marketing Preferences: Selects users that have opted in or not to email marketing. Note that customers only have to opt in once to be considered as opted in, they don't need to opt in every single time they purchase from you.
Tax Exempt: Allows you to select customers that have tax exempte status, meaning that sales tax will not apply to their ordres.
Order Type: Filter users by cart contents : basic prints, printing products (Photo Factory) or hardware
Location: Select customers by the country and state / province

Filter result chits.

As we search or filter our customers, we create chits as reminders or our selections. You can remove a search or filter by clicking on the X on the chit. There's also a CLEAR FILTERS button that clears all searches and filters.

Customers List

In the paginated customers list, you can go EDIT and VIEW an individual customer record by clicking on EDIT. Note that there are also tags for REGISTERED USRES and TAX EXEMPT STATUS.Export CSV

Finally the CSV EXPORT button allows you to export your filtered customer list in CSV format which can be opened in spreadsheet software (Excel, Google Sheets, Tables, Lotus 1-2-3)