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View Customers

Applies to: Administrators, Customer Support, Sales Managers

The Customers list is your central hub for accessing and managing all client accounts. This page provides a comprehensive overview of your customer base with powerful filtering and search tools.

Customers List View

Accessing the Customers List​

  1. Navigate to Customers in the main sidebar
  2. The default view shows the List of all customers with essential information

Understanding the Customers Table​

The table displays key information in columns:

  • Customer ID: Unique identifier for each customer
  • Name: Full name of the customer
  • Email: Contact email address
  • Status: Account status (Active, Inactive, Banned)
  • Account Manager: Assigned employee
  • Registration Date: When the account was created
  • Last Login: Most recent login timestamp

Using Search and Filters​

  • Use the search bar to find customers by:
    • Name
    • Email address
    • Customer ID
    • Phone number

Advanced Filtering​

Click the filter icon to access advanced options:

  • Status Filter: Show Active, Inactive, or Banned accounts
  • Registration Date: Filter by account creation date range
  • Last Activity: Filter by last login date
  • Account Manager: Filter by assigned employee
  • Country: Filter by customer location

Customer Quick Actions​

For each customer in the list, you can access quick actions:

  • View Profile: Open customer details page
  • Open Trading Views: Open Trading Views
  • Edit Details: Modify customer information
  • Accounts: Manage Customer Accounts
  • Wallets: Manage Customer Wallets
  • KYC: Handle KYC Levels
  • Activities: View Customer/Trading Activities
  • Reset Passwords: Reset Passwords

Customizing the View​

  • Column Selection: Show/hide columns using the view options
  • Sorting: Click column headers to sort ascending/descending
  • Pagination: Navigate through pages of customers
  • Rows per Page: Adjust number of customers displayed

Best Practices​

  • Regular Monitoring: Check the customers list daily for new registrations
  • Data Hygiene: Regularly review and update customer information
  • Access Control: Ensure only authorized personnel have customer list access