How to navigate and manage the Customers listing page in the Zuper web app?

How to navigate and manage the Customers listing page in the Zuper web app?

Zuper's Customer's listing page helps manage customer information in one place for more efficient operations. Search customers, filters, quick-filters, column customization and core actions can be performed from this page. 

Navigation: Clients -> Customers 


Overview:

1. Click the "Clients" module from the left navigation menu and select "Customers." 



2. Use the “Quick Filter” dropdown to access and select any saved quick filters.

Note: Manage Quick Filter helps you add and remove quick filters.  



3. Use the   Search icon to find the properties using free text keywords. This search, by default, looks up against name and email.


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

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


6. Use 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. 


8. You can enter the page number in the "Goto" option to navigate the page. 



9. 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.



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

11. 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.
4. Click the "Apply Filter" button. 

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



5. The filter is applied is applied successfully. 


6. 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."

4. Click the "Apply Filter" button. 



5.  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. 


6. 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.