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View customer details and statuses

Marisa Potgieter
  • Updated
  • Click Monitor.
  • Under Task Management, click Customers. 
  • You will see a list of your added customers; click on a link in the customer name column to view additional details. 
  • You can filter the list according to the customer statuses:
    • If a user disabled customers, they will show as Disabled.
    • If customers have not been disabled and have been assigned to a task within the last 30 days, they will show as Active.
    • If customers have not been disabled and not active, but added in the last 7 days, they will show as New.
    • If they were not disabled, not active and not new their status will show as Inactive.