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Navigate to Mibo control panel → Customer → Customer

Aura divider
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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJTZWFyY2glMjBDdXN0b21lciUyMiU3RA==

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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
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJNb2RpZnklMjBUYWJsZSUyMEZpZWxkJTIyJTdE

Modify Table fields

  • From top right of page click on table fields

  • select desire fields from drop-down

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Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJMaXN0JTIwdmlldyUyMCUyNiUyMGVkaXQlMjBDdXN0b21lciUyMCUyMiU3RA==

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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Aura divider
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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

Image Removed
  • 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

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  • 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.

AnchorAdd-new-CustomerAdd-new-Customer
  1. Click on Add new customer button

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

  3. Click on save button

Image Removed

Aura tab
paramsJTdCJTIydGl0bGUlMjIlM0ElMjJFeHBvcnQlMjBteSUyMGN1c3RvbWVycyUyMCUyMiU3RA==

To export list of all your excising customer with their information

Image RemovedMibo allows you to view the customers' information in a standard view or in a 360 view. The standard view displays basic information, such as the customers' name, mobile number, email, city, and birthday. The customer 360 view displays more detailed information about the specific customer, such as the customer profile, attributes, activities, coupons, and more.

This section provides information on viewing the customers in a standard view. For information on the customer 360 view, refer to Customer 360 view.

To view the existing customers that have been added to your Mibo account, click Customer > Customers in Mibo. The following Customers page is displayed.

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Searching for a customer

To search for a customer in the Customers page, follow these steps:

  1. Enter a keyword in the Customers page.

  2. 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 or all 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:

  1. Click a customer’s information in the table.

  2. Edit the customer information. In the sample image below, we are editing the customer’s name.

    Image Added
  3. Click the check button to save your changes.