Customers

The customer object is where it all starts. A customer is created by either creating them from the platform or if the customer registers to your services via web or mobile. The customer will be the main record containing the rest of the features and functionalities offered by the platform.

When logged into a Pelcro Instance, you can create, view, edit and delete customers. All these actions can be performed under the "Customers" tab.

Let's jump into the details:

Creating a Customer

From the toolbar, go to "Customers > Customers". You'll be redirected to the main page where, as a user, you can view all existing customers, but also create a new one.

To create a new customer, click on the "New" button on the top right hand side. You'll be redirected to a new page, where you'll be prompted to enter the customer information.
In the case, you do not have the customer address, you can create the customer record simply by entering the basic details such the first and last name and the email address.

Scenario 1: Create a customer without an address
You'll need to populate the following mandatory fields:

  • First Name
  • Last Name

Then, enter the email address. Phone number can be added along with the shipping address details in scenario 2.

Scenario 2: Create a new customer with the shipping address information
You'll need to populate the first section ( mentioned above) then add the address details

  • First Name
  • Last Name
  • Address
  • City
  • Province
  • Country
  • ZIP/Postal code
  • Phone Numer

Click on "Submit" to create the new customer record.
You will then be redirected to the Customer record page, in view mode which will give you access to the following customer related information:

  • Subscriptions
  • Addresses
  • Payments
  • Payment Methods
  • Activity
  • Invoices
  • Tickets
  • Recipients
  • Metadata
  • Orders

Viewing Customer Details

From the toolbar, go to "Customers > Customers". You'll be redirected to the main page where, as a user, you can view all existing customers, but also search for an existing one.

On the top, left-hand side, click on the magnifying glass and enter the customer's name you're looking for. You can search for the existing customer by using the following fields:

  • First Name
  • Last Name
  • Email
  • Phone
  • ID
  • Company
  • Department

NOTE: you can search for existing customers by either fully or partially entering the information related to the existing customer

After you have found the customer you were looking for, you can either directly click on the customer name, or via the right ellipsis menu, click on View Customer to access all customer related information:

  • Subscriptions
  • Addresses
  • Payments
  • Payment Methods
  • Activity
  • Invoices
  • Tickets
  • Recipients
  • Metadata
  • Orders

Updating a Customer

From the toolbar, go to "Customers > Customers". You'll be redirected to the main page where, as a user, you can view and search all existing customers. If you wish to edit a customer, click on View Customer. You will be redirected to the customer main page, where you'll be able to edit the information by clicking on the three dots "..." followed by the "Edit Customer" button which is on the right hand side of the page under 'Actions'.

Once you've clicked on the Edit button, you'll be able to edit the customer information.

Deleting a Customer

From the toolbar, go to "Customers > Customers". You'll be redirected to the main page where, as a user, you can view and search all existing customers. If you wish to delete a customer, click on View Customer. You will be redirected to the customer main page, where you'll be able to delete the customer record by clicking on the "Delete Customer" button which is on the right hand side of the page. There will be another warning pop up to make sure you want to delete the customer.