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Navigate to Mibo control panel → Customer → Customer

Search and edit customer detail.

Aura tab collection
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
Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJTZWFyY2glMjBDdXN0b21lciUyMiU3RA==

You are able to view the list of your customer via Link or by navigating into Mibo control panel → Customer → Customer.

Search Customer

you are able to search and filter your customer list based on their names, Mobile number and emails address.

  • Click on free text field and type tended search key words

  • Click on filter button.

Image Added

Modify Table fields

  • From top right of page click on table fields

  • select desire fields from drop-down

Image Added

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJMaXN0JTIwdmlldyUyMCUyNiUyMGVkaXQlMjBDdXN0b21lciUyMCUyMiU3RA==

Customer 360

Aura tab collection
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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJDdXN0b21lciUyMFByb2ZpbGUlMjIlN0Q=

sdfasdfasd

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJMaXN0JTIwdmlldyUyMCUyNiUyMGVkaXQlMjBDdXN0b21lciUyMCUyMiU3RA==

Aura tab collection
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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJJbXBvcnQlMjBDdXN0b21lcnMlMjAlMjIlN0Q=

There is easy way to migrate your customer base to Mibo.

You can upload your customers list by navigate to  Mibo Control Panel > Customer > Customer

  • Click on Import Customer button

  • Download the template of CSV import file.

  • Using the template, create import file with your customers data, for ex. Excel or OpenOffice.

Note

Mobile number of customer is mandatory

  • Drag and drop the excel file into Mibo and click on Save

Note

It is recommended to check estimation records shows before save your import

  • You can then see the Customers created in Mibo.

Tip

it worth to note that Mibo bulk import feature will automatically check on Mibo :

  1. If Customer mobile number already exist then customer email and name will be updated based on imported excel

  2. If Customer mobile number not exist then new customer will be created.

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJBZGQlMjBuZXclMjBDdXN0b21lciUyMiU3RA==

this feature is for you if you are looking for an easy way to add new customers one by one.

Anchor
Add-new-Customer
Add-new-Customer

  1. Click on Add new customer button

  2. Enter Name, Mobile Number (Mandatory) and email address.

  3. Click on save button

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJFeHBvcnQlMjBteSUyMGN1c3RvbWVycyUyMCUyMiU3RA==

To export list of all your excising customer with their information

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