SMART Manager

Customers Overview

The customer tab is where you can Add, Remove and Edit your customer’s details. Customers created here will be available when adding sites via the Apps or the Site section. You can also view a customer’s live sites on their summary here.

Click here to go to your customer list.

Adding Customers

  1. Click on the Plus Button

    To add a customer, click the “Add customer” button in the top right of the screen.

  2. Type in the designated fields

    This will open the “Add customer” dialog, complete the fields as appropriate with Customer Name, Address, Telephone, Email and Website if required (please note the customer reference is automatically generated by the software, but can be changed by the user).

    Once you are happy with this, click the “✓ Save” button to create your new customer.

Editing Customers

  1. Locate the Customer to Edit

    To edit an existing customer entry, locate the customer in the list on the left-hand side, or use the search bar to find the desired customer entry. Click on the customer to open their entry and review their details.

  2. Click on the Pencil Button

    Click the “Edit customer” button in the top right of the details screen.

  3. Make your amendments

    This will open the “Edit customer” dialog, you can now amend the details you wish to change and click “✓ Save” to record your changes.

Deleting Customers

  1. Locate the Customer to Delete

    If you wish to delete a customer, first locate the customer in the list on the left-hand side or use the search bar to find the desired customer entry. Click on the customer to open their entry and review their details.

  2. Click on the Pencil Button

    Click the “Edit customer” button in the top right of the details screen . button on the right of the section.

  3. Scroll down and delete

    This will open the “Edit staff” dialog. Click the red “Delete account” option and then click the “✓ Save” button to save and exit the dialog.

  4. Customer deleted

    The customer will now show as deleted and be hidden from the list of customers on the left-hand side of the screen. If you wish to locate a deleted customer, click the “Show deleted customers” tick box, next to the search bar, this will show all deleted customers in the list.

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