How to manage my customers a Customer on Posibolt?

How do I manage my customers a Customer on Posibolt?

How do I manage my customers a Customer on Posibolt? 

This feature allows you to edit, save, and see customer activity on Posibolt based on your search parameters.
  1. Log in to Posibolt and navigate to the top left of the screen to an arrow that takes you to the Main Menu when you click it.
  2. When the Main Menu appears, select Administration on the right side of the screen and then navigate the sub-menus to locate Masters and click Customers under the Masters menu.
  3. Enter your search parameters and filters to search, or click Advanced to further specify your search filters.
  4. A list of customers will appear, on the right side you can see details about the customer of your choice or navigate to the bottom of the screen and click Export to export your customer details and even send an SMS to all the customers you would have selected by using the check mark on the right side of the table with customer details.
  5. On the top right of this same menu, you can see the first icon is a figure with a plus sign (adds the customer) on it, and the second one is the same with a pencil on it (Edit a customer), the 3rd one has 2 man-like icons together (used to view customer) and the one with an arrow facing (import contact) by using a specific file format with a specific layout for imports.