🔐 Required Role Permissions: Customers
🔓 Optional Role Permissions: Save Searches, See Bulk Action, Data Export, Generate Reports
Customers is essentially a database of your customers’ contact information gathered from bookings made by or for the customer, or manually added customers using the Ventrata dashboard interface.
Default Columns
Default Columns
Customer First Name - first (and middle) name of the customer
Customer Last Name - last (family) name of the customer
Customer Email - a valid email address
Customer Mobile - a valid phone number, it is recommended to use international format
Orders - count of orders made under the customer’s name
Sales - total value of all sales under the customer’s name
📗 TIP
Columns can be easily filtered by pressing the arrow next to the column title.
Actions
The action bar between the navigation bar and the orders table enables you to perform a number of additional functions.
Actions
Search bar - filter the customers table, using any of parameter from the available columns, see Generate Report below
Keep Filter - when using search, tick the checkbox to make the column filters available
Saved Searches - press Saved Searches > Save Current Search to save your current search parameters and filtered columns, or Saved Searches > Manage Searches to edit or delete existing searches
📗 TIP
To learn more about saved searches, read our article Working with Saved Searches.
Reset All Filters - appears when a filter was used; press to reset filters to their default states
Bulk Actions - select one or multiple lines and press to apply an action on your selection; options include
Bulk Action | Description |
Archive | remove selected customers from the customers table; press the Restore button to restore archived customers |
Show Columns - press to add new columns, or remove existing ones from your current view
📗 TIP
The list of columns which can be added is listed at the end of this article, under Generate Report.
Export - export the customers table in CSV, Excel or SQL format
Generate Report - create charts and reports to analyse data from the customers table
📗 TIP
To learn more about reports, read our article Working with Charts and Reports.
Report function | Description |
Total | sum of values |
Minimum | the lowest value |
Maximum | the highest value |
Average | the sum of values included in the report divided by their count |
Count | number of the selected parameter |
Available Columns
Column | Description |
Customer | customer full name |
Customer Contact | summary of contact info (name, email, phone) |
Customer Tags | custom tags assigned to a customer, used for filtering |
Customer Salutation | preferred form of address (Mr., Mrs., Ms., etc.) |
Customer Full Name | customer's complete name, may include middle/last name(s) |
Customer First Name | customer's first name, may include a middle name |
Customer Last Name | customer's last name, may consist of one or more family names |
Customer Company | organisation where the customer is currently employed |
Customer Department | department within the customer's place of employment |
Customer Title | position or role held by the customer within their company |
Customer Email | customer's email address |
Customer Mobile | customer's mobile phone number |
Customer Age | customer's age |
Customer Language | customer's preferred language for communication |
Customer Country | customer's country of residence |
Customer Address | street name and number of the customer's address |
Customer City | the city in which the customer resides |
Customer State | state or province where the customer lives |
Customer Postal Code | ZIP or postal code corresponding to the customer's address |
Customer Notes | customer notes included at checkout |
Customer Tax ID | customer's tax identification number |
Customer Tax Office | tax office where the customer files or reports taxes |
Customer Marketing | whether the customer subscribed to marketing communication |
Orders | count of orders made under the customer's name (Customers-specific) |
Sales | total value of all sales made under the customer's name (Customers-specific) |