Manage and View Customers

Manage and View Customers

After you import or create customers in Unleashed, you can use the View Customers page to view and manage your customers.


Viewing Customers

  • Go to Customers | View Customers.
  • The list of customers is displayed. You can filter by Customer, Customer Type or Obsolete fields.
  • To import bulk customers details, click Import.
  • To export the existing customer details, click Export. You can choose to export as PDF, CSV, XLSX, or XLS.
  • To add a new customer, click Add Customer. For more information, see Add new customer.
  • You can use the action cog to perform functions at line level.
    • Edit: Edit customer details.
    • Add Quote: Add a sales quote.
    • Add Order: Add a sales order.
    • Add Credit: Park or Complete a free credit.
    • View Transactions: Displays the Sales Enquiry page. You can run or export  a report of sales transactions for the customer.
    • Obsolete: Marks the customer as Obsolete. If you want to revert, open the customer record and clear the Obsolete checkbox.
    • Delete: Deletes the customer. You can only delete customers without any associated transactions.


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