People can be customers, users or organisation members that you can store via the People page. This allows you to record contact details, permit on-account payment, add notes and track order histories.
How to find the People page?
Click the menu icon (three horizontal lines) in the top left corner.
Click People from the menu, this will open the People page, the page does not initially display any people until a search is started.
How do I search people?
To search through people, enter keywords into the search bar at the top of the page, this will start a search.
The keywords used for the search could be any of the following:
Name.
Number.
Email address.
Phone number.
Organisation.
What information is displayed on the People page?
Once a search has been started, a list of the people that match the search keywords is displayed, showing the following information:
The persons name and number.
The persons phone numbers (if provided).
The persons email addresses (if provided).
The persons organisation (if provided).
How do I add a person?
Click the add icon (plus) in the top right, this opens an Add person dialog box with an empty form for the persons details.
The persons first name, last name and an email address are required.
After entering the persons details, click the confirmation icon (tick) in the top right, this will add the new person.
People can also be edited via the Airsquare admin area, see 'How do I add a person?'.
How do I view a person?
Click the person you wish to view from the list of people on the People page, this will open a Person Page for the selected person that will display the following information:
First name.
Last name.
Organisation.
Orders.
Email addresses.
Phone numbers
Billing address.
How do I edit a person?
Click the person options icon (ellipsis) in the top right.
Click Edit, this will open an editing dialog box with a form displaying editable fields for the persons details.
After editing the persons details, click the confirmation icon (tick) in the top right, this will update the person.
People can also be edited via the Airsquare admin area, see 'How do I edit a person?'.
How do I view a persons orders?
If a person has orders, click the orders field, this will open the Orders page which will display a list of the persons orders.
How do I remove a person?
People can be removed via the Airsquare admin area, see 'How do I delete a person?'.