Customers
The Customers module, accessible from the main menu, allows you to create, manage and import customers.
Customise your view
Click a column title to sort the data. Click again to reverse the order, or use the column’s drop-down menu to choose ascending (⇧) or descending (⇩).
To show or hide columns, hover over a column title, open the drop-down menu, and select Columns.
Tick a box to display a column and untick it to hide it. Columns can be resized by dragging the column border, or by double-clicking it to automatically fit the content.
Use the navigation controls at the bottom of the page to move between pages.
Double arrows jump to the first or last page, while single arrows move one page at a time.
Use Refresh to update the data, Reset view to restore the default layout, and Clear filters to remove any applied filters.
Tutorials
FAQs
- Can I import my customer data into PDM Web?
- How do I add or amend a note or other defaults on a customer record?
- What action should I take if a customer is deceased?
- How do I activate the sending of SMS notifications to my customers?
