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Customers

Manage all your customers in one place.

This narrated walkthrough demonstrates the same workflow documented in the written, step-by-step guide directly below.

The Ordering.co Customers dashboard is designed to act as your centralized command center for relationship management, providing a high-level overview of your reach while offering the granular detail needed for personalized service.

The Customers area connects customer profiles with the order history and address data available to the account.

Step-by-step: navigating the customers dashboard​

Use search and filters to move from the customer list to a specific profile and order history.

  • Centralized Database Overview: Upon entering the Customers section, you are greeted with the total customer count and a categorized view of your audience. You can easily toggle between Active, Inactive, and All Customers to gauge the current health of your user base.
  • Search and Filtering: Use the search bar to filter by name, email, or phone number.
  • Detailed Customer Profiles: Clicking on any customer card opens a deep-dive view. Here, you can see the Total Orders placed, specific Customer Info (phone, email, and join date), and tabs for Order History and Addresses. This eliminates guesswork, showing you exactly what they bought and where it was sent.
  • Data Portability: To use your data for external marketing or accounting, the Export Customers button allows you to generate a CSV file instantly. Ordering.co processes the request and sends the file directly to your administrator email, ensuring your data remains secure but accessible.
  • Status Management: You have the power to manually manage user status. Within a profile, you can Refresh data or Deactivate User, giving you full control over who has access to your ordering ecosystem.

Tips, tricks, and best practices​

To get the most out of the Ordering.co CRM features, consider these strategic approaches:

  • Audit Inactive Users: Filter by Inactive when you need to review customers who have not ordered recently. Apply consent, privacy, and campaign rules before using exported data.
  • Review Delivery Areas: Use the Addresses tab as one input when reviewing delivery zones, subject to account permissions and data-handling policies.
  • Contextual Support: Before responding to a complex support query, always check the "Order History." Knowing if a customer has had successful orders in the past helps your team tailor their tone—offering extra appreciation to loyalists or extra guidance to first-timers.
  • Review Contact Data: Check that phone numbers and emails are recorded accurately and handled according to your data policies.

Conclusion​

The Customers dashboard connects customer profiles with the order history and address data available to the account.

By providing clear visibility into order patterns, contact preferences, and engagement statuses, it empowers business owners to move away from "one-size-fits-all" service.

Use customer profiles, order history, addresses, and exports according to your account permissions and data-handling policies.