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Open Customer Hub

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Bytimothy A
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Overview: 

Open Customer Hub allows users to access a centralized dashboard for managing all customer-related information. This hub provides an overview of customer profiles, interactions, orders, notes, and activity, enabling efficient customer management and engagement from a single location.

Follow these steps to open the customer hub: 

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 the Order ID, Total Amount, Number of Items, Order Date, Payment Method, or Pay Status to open the Order Summary for that order.

Step 3: Click the Order ID, Total Amount, Number of Items, Order Date, Payment Method, or Pay Status to open the Order Summary for that order.

Step 4: You will now see the Order Summary. Under the Customer section, click the three-dot menu and select Open Customer Hub.

Step 4: You will now see the Order Summary. Under the Customer section, click the three-dot menu and select Open Customer Hub.

Step 5: A new window will open with the Customer Hub. Here, you can access the customer’s profile, orders, invoices, subscriptions, and card on file.

Step 5: A new window will open with the Customer Hub. Here, you can access the customer’s profile, orders, invoices, subscriptions, and card on file.

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