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To view the existing customers that have been added to your Mibo account, click Customer > Customers on the portal. The following Customers page is displayed.
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Aura divider |
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params | JTdCJTIydHlwZSUyMiUzQSUyMnRleHQlMjIlMkMlMjJzZXJpYWxpemVkU3R5bGVzJTIyJTNBJTIyJTdCJTVDJTIyYWxpZ25tZW50JTVDJTIyJTNBJTdCJTVDJTIyaG9yaXpvbnRhbCU1QyUyMiUzQSU1QyUyMmNlbnRlciU1QyUyMiU3RCUyQyU1QyUyMmljb24lNUMlMjIlM0ElN0IlNUMlMjJuYW1lJTVDJTIyJTNBJTVDJTIyZmFQYXBlclBsYW5lJTVDJTIyJTJDJTVDJTIyY29sb3IlNUMlMjIlM0ElNUMlMjIlMjMzMzMlNUMlMjIlMkMlNUMlMjJzaXplJTVDJTIyJTNBMjQlN0QlMkMlNUMlMjJ0ZXh0JTVDJTIyJTNBJTdCJTVDJTIyY29sb3IlNUMlMjIlM0ElNUMlMjIlMjMzMzMlNUMlMjIlMkMlNUMlMjJmb250U2l6ZSU1QyUyMiUzQTE4JTJDJTVDJTIydGV4dEFsaWduJTVDJTIyJTNBJTVDJTIybGVmdCU1QyUyMiUyQyU1QyUyMmZvbnRXZWlnaHQlNUMlMjIlM0ElNUMlMjJib2xkJTVDJTIyJTJDJTVDJTIydGV4dCU1QyUyMiUzQSU1QyUyMlNlYXJjaCUyMG9yJTIwRWRpdCUyMGElMjBDdXN0b21lciUyMGRldGFpbCU1QyUyMiU3RCUyQyU1QyUyMmJvcmRlciU1QyUyMiUzQSU3QiU1QyUyMnRvcCU1QyUyMiUzQWZhbHNlJTJDJTVDJTIycmlnaHQlNUMlMjIlM0FmYWxzZSUyQyU1QyUyMmJvdHRvbSU1QyUyMiUzQXRydWUlMkMlNUMlMjJsZWZ0JTVDJTIyJTNBZmFsc2UlMkMlNUMlMjJjb2xvciU1QyUyMiUzQSU1QyUyMiUyMzMzMyU1QyUyMiUyQyU1QyUyMnN0eWxlJTVDJTIyJTNBJTVDJTIyZG91YmxlJTVDJTIyJTJDJTVDJTIyd2lkdGglNUMlMjIlM0E2JTdEJTJDJTVDJTIyc2l6ZSU1QyUyMiUzQSU3QiU1QyUyMndpZHRoJTVDJTIyJTNBODUwJTdEJTdEJTIyJTdE |
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params | 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 |
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Aura tab |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJTZWFyY2glMjBDdXN0b21lciUyMiU3RA== |
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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.
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Aura tab |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJNb2RpZnklMjBUYWJsZSUyMEZpZWxkJTIyJTdE |
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Modify Table fields
From top right of page click on table fields
select desire fields from drop-down
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Aura tab |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJMaXN0JTIwdmlldyUyMCUyNiUyMGVkaXQlMjBDdXN0b21lciUyMCUyMiU3RA== |
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From table view of customer list you are able to modify and update customer name,, Email address
Click on a customer record fields
Fill up the respective customer detail (i.e. Email address or Name)
Click on on tick button to save your update.
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Searching for a customer
To search for a customer in the Customers page, follow these steps:
Enter a keyword in the Customers page.
Click Filter.
Image Added
The page displays a list of customers based on the entered keyword.
Modifying the table view
To modify the table that is displayed in the standard view, do any of the following:
Select the number of customers you want to view in the page in the Show field, which can be by groups of 10, 25, 50, 100, or 150.
Select the fields that you want to display in the table from the Table Field drop-down list, such as the customer’s Name, Mobile, Email, City, and Birthday.
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Editing a customer information
To edit a customer information in the standard view, follow these steps:
Click a customer’s information in the table.
Edit the customer information. In the sample image below, we are editing the customer’s name.
Image AddedClick the check button to save your changes.
Aura divider |
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params | 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 |
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Aura tab collection |
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params | 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 |
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Aura tab |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJJbXBvcnQlMjBDdXN0b21lcnMlMjAlMjIlN0Q= |
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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 |
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Mobile number of customer is mandatory |
Note |
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It is recommended to check estimation records shows before save your import |
Tip |
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it worth to note that Mibo bulk import feature will automatically check on Mibo : If Customer mobile number already exist then customer email and name will be updated based on imported excel If Customer mobile number not exist then new customer will be created.
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Aura tab |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJBZGQlMjBuZXclMjBDdXN0b21lciUyMiU3RA== |
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this feature is for you if you are looking for an easy way to add new customers one by one. Anchor |
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| Add-new-Customer |
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| Add-new-Customer |
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Click on Add new customer button Enter Name, Mobile Number (Mandatory) and email address. Click on save button
Aura tab |
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params | JTdCJTIydGl0bGUlMjIlM0ElMjJFeHBvcnQlMjBteSUyMGN1c3RvbWVycyUyMCUyMiU3RA== |
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To export list of all your excising customer with their information |