The Customer Overview

    Content of this article

    1. Preliminary Notes 
    2. Manual Customer Creation 
    3. Customer Search 
    4. Customer Account

    1. Preliminary Notes

    Via the menu item "Customers" it is possible to access the customer overview of the client.
    Various options are available here.

    2. Manual Customer Creation 

    Via the button "Create a Customer" customers can be created manually in the plenigo backend.

    Note: The function "Create a Customer" can only be used if the user management or the SSO is provided by
    plenigo. If a third party system is used for this purpose, a manual customer creation must be done via this system.


    Fig: Customer Overview

    3. Customer Search

    The menu item "Customers" offers its own search functionality to be able to search specifically for customers. The ? icon displays information on how to use the search.
    Additional search fields can be displayed via the "Advanced search" function.

    Tip: Operators such as placeholders can be used within the search fields of the Advanced Search.
    Placeholder characters (*) make it possible to use incomplete search terms and thus to expand the search results.


    Fig: View of the displayed advanced customer search

    4. Customer Account 

    In the customer overview, the last customers created in the system are displayed in chronologically descending order.
    If the customer search was used, the results matching your search are displayed here.
    Click on the links in the "Customer No." and "Email" columns to be forwarded to the selected customer account.
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