Learn how to view customer details in Peekaboox
Customers are the crucial focal point of every business and the main target of your services. Having a rich database of customers, updated with information and ready to be used is really important for running a business. Peekaboox comes equipped with a quite neat customer database management feature which allows users to easily monitor every action done on each customer, send emails/sms or call your customers directly from the platform.
To see customer details and information, simply;
- Go to ‘Customer’ tab
- Use the search bar to look for a particular entry or filter/sort the list by first and last name, phone number, email and address and customize Columns according to your preferred view.
- You can also filter using tags that you create according to your company's needs
- Select the desired customer
- Once double clicked, a pop-up page appears to where you can update customer details