Customer Screen Guide

Guide: Customer Screen

Guide: Customer Screen

This guide covers all features of the Customer screen, including viewing, managing, and interacting with customer data.

Step 1: Viewing the Customer Table

Step 1.1: Accessing the Screen

  1. Upon accessing the Customer screen, you’ll see a main table.

  2. The table lists all customers linked to your account.

  3. Information is organized into specific columns.

  4. Data updates automatically.

Step 1.2: Table Columns

The table includes these columns:

  • Customer Name: Full name

  • ID: Unique identifier (CPF/CNPJ)

  • Country: Customer's origin country

  • Created By: User who created the record

  • Account: Associated account

  • Created Date: Date of registration

  • Last Updated: Date of last change

  • Updated By: User who last modified

  • Time Since Last Update: Time elapsed since last update

Step 2: Available Customer Actions

Step 2.1: Actions Column

  1. On the right side of the table, you'll find the “Actions” column.

  2. Each row provides the same set of action icons.

Step 2.2: Delete Option

  • Icon: Trash bin

  • Function: Removes customer from database

  • Action: Click trash icon to delete

  • Important: This action is irreversible

Step 2.3: Edit Option

  • Icon: Pencil

  • Function: Edit customer information

  • Action: Click pencil icon to edit

  • Result: Opens a form pre-filled with current data

Step 2.4: View Option

  • Icon: Eye

  • Function: View more details

  • Action: Click eye icon to view the customer details

  • Result: Opens detailed view screen

Step 3: Search and Filter Features

Step 3.1: Using Search

  1. Locate the search field above the table.

  2. Type the customer name or other relevant info.

  3. The table automatically filters entries.

  4. Only matching results appear.

Step 4: Table Sorting

Step 4.1: Sort Button

  1. Use the sort button to order the table.

  2. Select the desired field for sorting.

Step 4.2: Sorting Options

  • By Name: alphabetical

  • By ID: numeric

  • By Created Date

  • Any other selectable column

Step 4.3: Sort Direction

  • Ascending: A→Z, 1→9, oldest→newest

  • Descending: Z→A, 9→1, newest→oldest

Step 5: Managing Columns

Step 5.1: Show/Hide Columns

  1. Click the column management icon.

  2. Choose which columns to display or hide.

  3. Table adjusts automatically.

Step 6: Exporting Data

Step 6.1: Export Process

  1. Click the “Export” button.

  2. An Excel file with the current table data is generated.

  3. Download the spreadsheet.

  4. Use for external reports or analyses.

Step 7: Pagination and Viewing

Step 7.1: Pagination Control

  1. Use pagination controls to move between pages.

  2. Set how many customers to show per page.

Step 8: Add New Customer

Step 8.1: “Add New Customer” Button

  1. Click the “Add New Customer” button.

  2. Initiates the process to register a new customer.