Customers — create, edit, view (step by step)

Menu: User Management → Customers

How to create a customer

Click Add Customer (needs CREATE on Customers).
Dialog: Add New Customer — subtitle explains you are adding a new customer.
Fill Required fields in the first section (table below).
If you need an address, turn Include Address ON and fill every address field (all become required).
Optionally pick Customer Groups (multi-select) if your tenant has groups.
Click Save Changes.

Success: Customer created successfully.

Open the customer from the list (or from another screen that links to that customer).
Dialog: Edit Customer.
Change Full Name, Email, phone, country code, Active, groups, or address.
User Name appears for existing customers; treat as part of their login identity per your policy.
Click Save Changes.

Success: Customer updated successfully.

Open the customer using the View action (where your list provides it).
Dialog: View Customer — fields are disabled; Save Changes is not shown.
Scroll to Customer Analytics (if loaded): creation date, orders, loyalty, etc.
Close the dialog with X or click outside (per dialog behaviour).

Field	Rule
Full Name	At least 2 characters — Name must be at least 2 characters.
Email	Valid email — Invalid email address.
Country Code	Must select (same options as Staff).
Phone Number	9–10 digits, numbers only.

Turn the Include Address switch ON, then you must fill:

If any is missing, you get errors like Unit Number is required, Street Name is required, etc.

When Include Address is OFF, you do not fill these and they are not validated.

Field	Notes
Customer Groups	Multi-select; optional.
Active	Default on for new customers.

Download icon: exports CSV for customers matching current Search, Status, and Created At Location filters.
Needs READ on Customers.

Search (name, email, phone), Status, Created At Location — optional; Refresh reloads list.