Viewing different types of customers

How to view lists of different types of customers.

Viewing a member, contact or individual

1. If the side menu is not visible, click.

2. In the side menu, click Operations.

3. Select the Members, Companies, Contacts or Individuals tab as appropriate.

4. Click the member, company, contact or individual whose details you wish to view.

Filtering the list of customers

Viewing a visitor

1. If the side menu is not visible, click.
2. In the side menu, click Operations.

3. Under the Customers section, click Visitors.

Viewing a list of visitors to your location