Customer Manager Filter

SoftwareProjects Customer Manager system delivers one click access to all of your customers.

The main view shows: Customer name, status, Contact information, Source (Organic, Direct, Affiliate, Email), Referring Affiliate, LifeTimeValue, outstanding Balance and Date created.

The filter at the top of the screen lets you search and export customer files, using 6 powerful filters:




1. Filter by date customer record was generated

2. Filter by referring affiliate

3. Filter by product or products, customer purchased

4. Filter by balance (outstanding balance, paying customer etc.)

5. Filter by status (active customer, inactive customer)

6. Filter by meta information: name, emailaddress, phone, mailing address, credit card last 4 digits, zip code