Content of this article
- Preliminary Remarks
- Customer Overview
1. Preliminary Remarks
In the Customers menu item all customers are listed.
The following options are available:
- create a customer manually
- download customer list
- search for customers
- all customers at a glance
2. Customer Overview
-
Create customers manually
Note: This function can only be used if the user management or the SSO is provided by plenigo. If a third system is used, the manual customer creation must be carried out in the third system.
All other fields are optional. -
Download customer list
Customers can be downloaded as csv file. A maximum of 5,000 entries are possible. Customers can also be filtered by a defined date range before downloading.
The opt-in data can also be downloaded via the action bar. -
Customer search
The customer list can be searched using the search parameters. You can also use operators. You can find examples by clicking on the question mark on the right-hand side. -
Customer list
In the list, all customers are displayed. The status shows if the customer account is activated or deactivated.
The customer account opens by clicking on either the customer number or the e-mail address.