How do I Customize the Customers App?

Updated on September 15, 2022 02:13AM by Admin

Customers App has several groups of configuration settings that allow you to adjust the way the app functions. Configuring the app before entering your information is always a good idea.

It would be great if you could check it out here first!

To configure your Customers App

  • Log in and access the Customers App from your universal navigation menu bar.
  • Click on the More(...) icon and select the Settings located at the app header bar.
Customer - Settings

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

Customers - Settings Page
  • General
  • Email
  • Notifications
  • Customers
  • Intelligence
  • Customize App
  • Reports
  • Security
  • API
    • Create
    • Update Customer Attribute
    • Query Lists
    • Delete