What is the Customer Table?
The Customer Table in Customer Voice includes a Source column that displays where a new customer was added from, as well as the ability to rearrange the order of the columns, hide columns, and edit your customer information in the customer list.
Why is the Customer Table important?
You have the flexibility to edit your customer’s name and contact information in the Customer Table. The Source column will give you the ability to keep track of which application a new customer was added from. You can also customize the table by rearranging the order of columns or choosing to hide columns that are not relevant to your business.
How does the Customer Table work?
Go to Customer Voice > Customers.
- To edit a customer, click on the dot icon menu on the right side of the table > choose Edit customer.
- To rearrange or hide columns, click on the Columns button in the top right corner of the table. You can show or hide columns by selecting the box next to the column title in the drop-down menu. You can rearrange columns by clicking and dragging on the dotted icon next to the column title.