Manage Customers

AR Guide Dec 22, 2024

The Manage Customers section in the Admin Dashboard allows rental companies (RCs) to manage their customer database effectively. This feature supports adding new customers, editing existing customer information, and viewing customer activity and order history. Additionally, customer accounts are......

Categories

Sales (2) Sales Orders (1) New Sale Order (1) Rentals (8) Rental Calendar (2) Rental Orders (2) New Rental Order (1) Rental Intake Logs (1) Rental Transfer Logs (0) Rental Item Logs (1) Rental Periods (1) Service (2) Service & Maintenance (2) New Repair Service Order (1) New Maintenance Order (1) Parts & Service Inquiries (1) New Parts or Service Inquiry (1) Catalog (7) Manage Products (3) Manage Existing Product (1) New Product (1) Manage Categories (1) Add Category (1) Manage Existing Category (1) Export (1) Import (1) Search Keywords (1) Brands (1) Financials (10) Store Credit (1) Customers (1) Invoices (1) Dispatches (1) Credit Memos (1) Transactions (2) Tax (5) Customer Tax Classes (1) Product Tax Classes (1) Tax Zones & Rates (1) Tax Rules (1) Customers (5) Manage Customers (1) Customer Groups (3) Add New Customer Group (1) Manage Existing Customer Group (1) Customers Import / Export (1) Customers Export (0) Customers Import (0) Reviews & Ratings (0) Customer Reviews (0) Pending Reviews (0) Event Groups (0) Manage Existing Event Group (0) New Event Group (0) Event Roles (0) Manage Existing Event Role (0) New Event Role (0) Promotions (0) Catalog Price Rules (0) Manage Existing Catalog Price Rule (0) New Catalog Price Rule (0) Shopping Cart Price Rules (0) Manage Existing Shopping Cart Price Rule (0) New Shopping Cart Price Rule (0) CMS (0) Pages (0) Manage Existing Page (0) Add New Page (0) Home Banners (0) Banner Images (0) Manage Existing Banner Image (0) New Banner Image (0) Banner Text (0) Media Hub (0) Add Media Folder (0) Add Media File (0) Manage Existing Media File (0) Default Comments (0) Credit Memo Comments (0) Dispatch Comments (0) Invoice Comments (0) Order Comments (0) Service Comments (0) Add Comment (0) Manage Existing Comment (0) Manage PDFs (0) Default Template Settings (0) Rental Contract Editable Text (0) Rental Contract Sub-Section (0) Reports (0) Dashboard (0) RentAlert Message Log (0) Admin Actions Log (0) Sales (0) Orders (0) Tax (0) Invoiced (0) Transport (0) Refunds (0) Coupons (0) Failed Transactions (0) Shopping Cart (0) Abandoned Carts (0) Products in Carts (0) Products (0) Bestsellers (0) Downloads (0) Low Stock (0) Most Viewed (0) Products Ordered (0) Customers (0) New Accounts (0) Customers by Order Totals (0) Customers by Number of Orders (0) Reports Reviews (0) Customer Reviews (0) Product Reviews (0) Search Terms (0) Refresh Statistics (0) Scan Code (0) Search for Anything (0) Configuration (0) General Settings (0) Location & Locale (0) Country Options (0) Admin Display (0) Startup Page (0) Store Email Addresses (0) General Contact (0) Sales Representative (0) Customer Support (0) Custom Email 2 (0) Custom Email 1 (0) Contact Us (0) Contact Us Form (0) Google (0) Google Sitemap (0) Customer Configuration (0) Create New Account Options (0) Login Options (0) Wishlist (0) Compare (0) Customer Activation (0) QuickBooks Integration (0) General Settings (0) Product Settings (0) Order Settings (0) Design & Layout (0) Miscellaneous (0) Product Image Watermarks (0) Frontend Colors (0) General (0) Header (0) Megamenu (0) Footer (0) Checkout (0) Home Page Section Dividers (0) Category (0) Product Info (0) Frontend Layout (0) Home Slider (0) General (0) Header (0) Footer (0) Category (0) Category Products (0) Media Text (0) Product Info (0) Home Page Sections (0) Product Related (0) Product Upsell (0) Product Labels (0) Contact Us (0) Megamenu Before Links (0) Megamenu After Links (0) Products Layout (0) New Products (0) Featured Products (0) Bestsellers Products (0) Specials Products (0) Most Viewed Products (0) Recently Ordered Products (0) Rental Settings (0) Rental & Booking (0) Rental Shop Name (0) Calendar Refresh Setting (0) Flexible Rental Settings (0) General Settings (0) Recurring Billing (0) Store Open Hours (0) Availability (0) Delivery Settings (0) Pickup Settings (0) Advance Booking & Authorization (0) Cancellation & Fees (0) Emails & Notifications (0) Barcodes & QR Codes (0) Repair Services (0) Repair Services Settings (0) Event Group (0) Transfer Services (0) Transfer Services Settings (0) RentAlerts (0) General Settings (0) Admin RentAlert: Rental Starting (0) Admin RentAlert: Rental Ending (0) Admin RentAlert: Rental Dispatch (0) Customer RentAlert: Rental Starting (0) Customer RentAlert: Notification Texts (0) Insurance / Damage Waiver (0) Insurance / Damage Waiver Settings (0) Store Credit (0) General Settings (0) Email Notification Settings (0) Manage PDfs (0) Rental Contract Editable Text (0) Rental Contract Sub-Section (0) Templates Preview (0) Sales & Rentals (0) Checkout (0) General (0) Shopping Cart (0) Terms & Conditions (0) Additional Checkout Fields (0) Driver's License (0) Driver's License Watermark (0) Payment Methods (0) Currency Options (0) Merchant Location (0) Authorize.net CIM (0) Stripe Payments (0) Zero Subtotal Checkout (0) Check / Money Order (0) Purchase Order (0) Delivery / Shipping Methods (0) Distance-Based (Rental Items Only) (0) Custom Price (Rental or Sale Items) (0) Flat Rate (Rental or Sale Items) (0) Free Shipping (Rental or Sale Items) (0) UPS (Rental Items Only) (0) UPS (Sale Items Only) (0) USPS (Sale Items Only) (0) Fedex (Sale Items Only) (0) Tax Calculations & Display (0) Delivery / Shipping Tax Class (0) Calculations (0) Catalog Price Display (0) Shopping Cart Price Display (0) Orders, Invoices, Credit Memos Display (0) Customize Order & Invoice Numbers (0) Order Numbers (0) Order-Related Emails (0) Order (0) Order Comments (0) Invoice (0) Invoice Comments (0) Dispatch (0) Dispatch Comments (0) Credit Memo (0) Credit Memo Comments (0) Sale Items Inventory (0) Stock Options (0) Up-Sells & Related Products (0) Up-Sells (0) Related Products (0)