Customers
Use the Customers page to review customer records and activity relevant to merchant operations.
Typical uses
- finding a customer record
- reviewing customer activity
- supporting follow-up and operational service workflows
- checking account information linked to orders or loyalty activity
When to use this page
- a merchant needs to identify a customer involved in an order or support issue
- the team wants to understand customer history
- the business is preparing follow-up, loyalty, or service actions
What you can usually do here
The customer module is a richer operational page that typically supports:
- searchable customer lists
- detail review
- editing customer information
- filters for narrowing the record set
Depending on workflow, this page may also connect to loyalty, rewards, or order-related context.
Typical workflow
- search for the customer record
- review the relevant account or activity details
- connect the customer information back to sales or support context
- confirm any action the merchant team needs to take next
Image note
Type: UI Screenshot
Target: Dashboard customers page
Must show: Customer list or table, search or filter controls, detail or edit actions, and any status or profile fields visible in the main view
Purpose: Show operators how customer records are organized when they need to support a buyer or investigate account activity
Common operator scenarios
- a customer asks about a previous order
- staff need to verify customer contact or identity details
- the merchant wants to connect a customer record to sales or reward history