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Accessing Customer Modal

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Bytimothy A
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Overview: 

Accessing the Customer Modal allows users to view detailed information about a specific customer in a pop-up window without leaving the current page. This modal typically displays contact details, order history, notes, and other relevant data, enabling quick customer management and interaction.

Follow these steps to access the customer modal: 

Step 1: On your Dashboard, navigate to the Orders tab under the Sales section.

Step 1: On your Dashboard, navigate to the Orders tab under the Sales section.

Step 2: You will then be navigated to the Orders tab.

Step 2: You will then be navigated to the Orders tab.

Step 3: Click any customer name in the Name column.

Step 3: Click any customer name in the Name column.

Step 4: A Customer modal will appear with actions you can perform for that customer, such as call, schedule email, send SMS, create an appointment, send a booking invite, add to a campaign, add a note, share a media upload link, invite as a partner, edit customer information, and

Step 4: A Customer modal will appear with actions you can perform for that customer, such as call, schedule email, send SMS, create an appointment, send a booking invite, add to a campaign, add a note, share a media upload link, invite as a partner, edit customer information, and

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