Customers

See every account on your panel, and what each one is worth.

Go to Admin > CRM > Customers.

The list

Type into the search box to find an account by name or by email address. The list updates as you type.

Filters

Four controls sit above the table:

Control	Options
Status	All Statuses, Active, Suspended, Pending
Tag	All Tags, then one entry for each tag you created
Segment	All Segments, High Value, Active, At Risk, Churned, New, Never Purchased
Sort	Name, MRR (High to Low), LTV (High to Low), Signup Date, Last Login

The filters are held in the web address. You can bookmark a filtered list, or send the link to a colleague.

Sort sets the order of the table:

• Name sorts by name, A to Z.
• MRR (High to Low) and LTV (High to Low) put the largest figure first.
• Signup Date puts the newest account first.
• Last Login puts the most recent sign-in first.

Columns

Customer, Status, Services, MRR, LTV, Tags, Last Login, and Actions.

• Services shows the active count. When some services are not active, the cell reads the active count, then the total.
• Tags shows up to three colored chips, then a count of the rest.
• Last Login is relative, such as 3h ago or 12d ago. An account that never logged in reads Never.
• An account that started as a lead carries a From Lead badge.

The page shows 25 accounts at a time.

Export

Click Export CSV to download the list. The file holds the type, email, username, status, service counts, MRR, lifetime value, credit balance, signup date, and tags.

WARNING

The export ignores your filters and downloads every account. It also includes your leads, not only your registered customers. The Type column tells you which is which.

The customer profile

Click the eye icon on a row to open the profile.

Header

The username, the account status, and the email address. An account that came from a lead carries a Converted from lead pill.

Under them sit the tags on this account.

Account details

Field	Meaning
Registered	The date the account was created.
Last Login	How long ago they signed in.
Role	Their role on the panel.
Referral Source	What they picked in the "How did you find us?" question at signup. Reads N/A when they skipped it.
Credit Balance	Their account balance.

TIP

You cannot change the balance from this page. Go to Admin > Billing > Credits to add or take credit. Read Credits.

Revenue

Four figures: Lifetime Value, MRR, Total Paid, and Avg Invoice.

Profile tabs

Four tabs sit below the revenue card.

Services

Every service on the account. The columns are Status, Product, Price, Cycle, Next Due, and Created.

Billing

Two tables. Orders shows the order, the status, the total, and the date. Invoices shows the invoice, the status, the total, the amount paid, the due date, and the payment date.

Notes

Notes are internal.

1. Open the Notes tab.
2. Type into the box.
3. Click Add Note.

Each note shows the admin who wrote it and how long ago. Click the pin icon to hold a note at the top of the list. Click the bin icon to delete it.

WARNING

The bin icon deletes a note at once. The panel does not ask you to confirm.

Activity

A timeline of the recent actions on the account, newest first. The page shows the last 50 entries.

Tags on a customer

Tags are shared between customers and leads. Create them first on Admin > CRM > Tags. Read Tags.

To attach a tag:

1. Open the customer profile.
2. Click Add Tag in the header.
3. Click a tag in the list.

The tag appears at once. To take it off, click the x on the tag chip.

WARNING

Both actions take effect at once, with no confirmation. You cannot create a tag from this page. If every tag is already on the account, the list reads No tags available.

Where tickets live

Support tickets do not appear on the customer profile. Go to Admin > Support > Tickets and search for the customer there. Read Tickets.

Next steps

• Leads - people who have not bought yet
• Tags - create and manage the labels
• Renewals - services that are due
• Revenue Analytics - the revenue breakdown