How to access the Customer listing page in V3 Zuper Web App?

Zuper's Customer's listing page helps manage customer information in one place for more efficient operations.

Navigation: Clients -> Customers -> Listing Page 

Overview:

1. Select the "Clients" module from the left navigation menu and click the "Customers" Module. 

2. Click the "Quick Filter" dropdown & select the "Apply Quick Filter". 

Note: Manage Quick Filter helps to add the new quick filter and remove the quick filter. 

3. You can use the   search input to find the customers using free-text keywords. 

This search, by default, looks up against name and email.

Note: If you want to search for more criteria such as customer email, etc.,. Please reach out to our support team to enable them for your account.

 

4. a, Click the "Export" button to preview and download the customer report as an Excel file. 

 

5. Click the "Customize" button to customize the table columns, and you can reorder the columns by drag and drop using  icon. 

6. Click the "+Create New Customer" button to create a new customer. 

 

7. The bottom panel enables you to customize the items per page, and You can use right and left arrows to navigate between the pages. 

9. Enter the page number in the "Goto" option to navigate the page. 

10. You can do bulk/mass action by marking a checkmark on the text box and choosing the action from the pop-up that appears at the bottom. 

Note: if you check all, on the table column, it will select all records across the pages. Hence, it is recommended to use a filter & do bulk action on a limited set of data. By default, bulk action is limited to a max of 1000 records at a time.

11. Select the field to be updated and click the "Update" button. 

12. The fields are updated successfully. 

How to add a filter and save it as a quick filter?

Filter

1. Select the filter icon to filter the customer module details. 

 

2. Click the "+ Add Filter" button to provide the conditions. 

 

3. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.

Click the "Apply Filter" button. 

Note: You can use the "+Add Filter" button to add multiple filters. 

4. The filter is applied is applied successfully. 

8. Click the "Clear Filter" button to remove the filter. 

Quick Filter:

1. Select the filter icon to filter the customer module details. 

 

2. Click the "+ Add Filter" button to provide the conditions. 

 

3. Enter the field type to choose the field, then select the operator and enter the field value to choose the field.

Note: You can use the "+" button to add multiple filters. 

A checkbox on the "Save Applied Filter" will help you to save the filter as "Quick Filter."

Click the "Apply Filter" button. 

4.  a. Filter Name (Mandatory) - Give a unique name for the filter.

     b. Filter Applicability (Mandatory) - This option lets you choose the users with whom you would like to share this quick filter. 

    Click the "Save Filter" button to create the quick filter. 

5. The new quick filter is created successfully. 

The customer module is critical to managing all the customer creation, viewing the listing page,  and performing various actions on the details page. 

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