Use the Customers page to find customer records, open customer details, import customers, and run customer-only bulk actions such as B2B invitations, sale agent invitations, group assignment, and deletion.
Open the Customers Page
Open Contacts > Customers.
The page shows a searchable customer table with toolbar actions at the top of the page.
Customer List Columns
The Customers table includes:
- Selection checkbox.
- Id column, hidden by default.
- Company.
- Main Contact, hidden by default.
- Email.
- Phone.
- B2B.
- Groups, hidden by default.
- Business Type.
The Company column opens the customer editor. The Email column is a mail link. The Phone column displays the customer phone number. The B2B column shows a check icon when the customer has been invited to the B2B portal. Business Type displays Wholesale or Retail.
Depending on the table column controls, hidden columns such as Main Contact and Groups may be shown.
Search Customers
Use the search box labeled Filter by customer name….
The list searches by customer company name. Search runs after you stop typing briefly and refreshes the table with matching results.
Create a Customer
Select Create new on the Customers page. Qoblex opens the contact editor for a new customer.
New customer records are created as customer contacts. Qoblex defaults the customer business type to Retail. The editor requires enough general information before addresses can be added and before the contact can be saved.
See Create and edit a contact.
Import Customers
Select Import on the Customers page to open the customer import wizard.
See Import customers.
Open a Customer
Select the customer name in the Company column. Qoblex opens the contact editor.
When you close the editor after saving, the Customers table reloads so the latest customer information appears in the list.
Select Customers for Bulk Actions
Use the checkbox column to select one or more customers. You can select multiple rows and then use the bulk action menu.
If you run a bulk action without selecting any rows, Qoblex shows No contacts selected and Please select one or more contacts and try again.
Invite Customers to the B2B Portal
Use Bulk Actions > B2B Portal > Invite Customers.
This action requires the B2B portal integration to be installed. If it is not installed, Qoblex shows B2B Portal Not Installed.
Qoblex asks Are you sure you want to invite the selected contacts to the B2B portal? and explains The invited contacts will be able to place orders through the B2B portal. The confirmation buttons are Yes, proceed! and No, cancel!.
When you confirm the action, Qoblex sends invitations to the selected customers. After invitations are sent, Qoblex shows The invitations have been sent!, reloads the table, and invited customers show a B2B check icon.
See Invite customers and sale agents to B2B.
Invite Sale Agents
Use Bulk Actions > B2B Portal > Invite Sale Agents.
This action requires the B2B portal integration to be installed. The dialog lets you enter one or more sale agent email addresses. Qoblex sends those sale agent invitations for the selected customer accounts.
The dialog title is Invite Sale Agents. The dialog says Enter sale agent emails to invite to your B2B portal. The email field accepts email addresses as tagged entries. Review the spelling before sending because the dialog does not show a separate per-email validation message before returning the entries to the Customers page.
When sale agent invitations are sent, Qoblex shows The invitations have been sent!
See Invite customers and sale agents to B2B.
Assign Customer Groups
Use Bulk Actions > B2B Portal > Assign Groups.
This action requires the B2B portal integration to be installed. You can type an existing group name or a new group name. If the group exists, Qoblex adds the selected customers to that group. If it does not exist, Qoblex creates it and adds the selected customers.
The existing group match is based on the exact group name. If you leave the group name empty, Qoblex does not assign a group.
See Customer groups.
Delete Customers
Use Bulk Actions > Delete after selecting one or more customers.
Qoblex asks Are you sure you want to delete the selected contacts? and warns You won’t be able to revert this! The confirmation buttons are Yes, proceed! and No, cancel!.
When confirmed, the selected customers are deleted and the table reloads.
If deletion fails, Qoblex shows Oops! Something went wrong when trying to delete the selected contacts. Please check the activity feed for more details or contact support.
