Associated Customer List

You can filter for customers by segment and select from a list of sort criteria. There are several actions available on an Action menu in each customer row, including Add to Personal List, Create Appointment, Create Note, Create Registry, and Create To Do.

This information is displayed for each customer in the Associated Customers grid:

  • Customer - The customer image, icon or initials and the customer's name and address.

  • Last Visit - The date of the customer's last purchase.

  • Activity YTD - The total amount of the customer's purchases year-to-date, displayed in the base system currency.

  • Average Spend LTD - The average amount of the customer's purchases life-to-date (the total amount of the customer's purchases life-to-date divided by the number of purchases). Displayed in the base system currency.