Below is your <Customers> interface in Yezza dashboard from Desktop or Mobile View.
Here you can search the customer by entering their name / phone number in <Search Database>
You can all filter to :
- – [Paid]
- – [Unpaid]
Or you can filter according to Source, Salesperson, Product, Date or Status like below
- – Source is your WhatsApp Forms list.
- – Salesperson contains your agents, salespersons and admins.
- – Product contains your whole product in your shop.
- – Date and Status have these filters like below.
You can also download the file by clicking <Export>
For example – You can get yesterday’s unprocessed paid customer data for those order Kebab Daging Sos Leleh.
Steps are :
- Filter paid customers by clicking <Paid>
- Filter <Product> to “Kebab Daging Sos Leleh”
- Filter to yesterday by clicking <Date> then choose Yesterday.
- Filter status by clicking <Status> then choose New.
- Click <Export> to get the data in .CSV format (Open with Excel)
Read More : Converting Database To Readable File
Click Link below for full list Yezza guide
Yezza Guide – Road To Expert