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How to Manually Add Customers & View Customer Details

Learn how to manually add external customers, access order history, track redeemed rewards, view badges, and monitor point transfers.

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Written by Zachary Marble

Quick guidde

1. Introduction

Follow the instructions to manually add new customers to your database.

Introduction

2. Click "Customers"

Navigate to the "Customers" section.

Click 'Customers'

3. Click "New customer"

Select the "New Customer" button to create a new customer.

Click 'New customer'

4. Enter Mandatory Info

Enter the mandatory info about the customer.

Enter Mandatory Info

5. Enter Optional Information.

Enter the optional info you desire about the customer.

Enter Optional Information.

6. Click "Save"

Save the new customer information.

Click 'Save'

This guide covered the step-by-step process of creating new customers to manually add customers, access order history, track redeemed rewards, view badges, and monitor point transfers.

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