Customer Center
Contents
The Customers Page in the Web App
The Customers page lets you manage customers and review customer information, create sales transactions for a particular customer, and also import and export your customer records.
Managing Customers
You can search customers by name, company, phone number, and email using the search field at the top of the page. It is also possible to sort the list of customers by clicking on the necessary column's name.
To create a new customer, click 
.
To edit an existing customer or view their details, click 
in the Action column, then click Edit.
You can't delete a customer in HandiFox, but you can make them inactive if you no longer need this customer record. To do this, click and choose Make Inactive. If the customer has any sub-customers - they will also be made inactive.
You can show inactive customers on the list by clicking 
and checking the Include Inactive checkbox.
To create a new transaction for a specific customer (Invoice, Sales Order, etc.) click in the Action column, then click on the desired transaction type.
Finally, to view existing transactions for a given customer, you can click and go to Transactions. This will take you to the Sales Transactions page with the filter set to the customer you selected.
Importing and Exporting Customers
To export your current list of customers, click Export at the top of the page. You can export either to a Microsoft Excel spreadsheet, or a CSV (comma-separated values) spreadsheet for improved compatibility.
To import new customers into the system, click Import and choose a file to import from (it can be an Excel spreadsheet or a CSV file). Click Next. On the next screen you can set what fields will be populated from what columns in the spreadsheet. HandiFox will try to determine this automatically based on column names, but you should review the list yourself and make sure everything is correct. Click Next and wait for HandiFox to process the file. On the next screen you will see the full list of all records to be imported. If any of them has errors, hover your mouse over the "Error" label to see what the problem is. Finally, click Import to add all eligible customer records into HandiFox.
The Customer Center in the Mobile App
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In the Android app
Your customer list, as well as sales-related operations, are available from the Customer Center screen, which can be accessed by tapping Sales on the main screen of the mobile app.
-
The “Pro” subscription plan and the “Sales” permission for the app user are required in order to access this screen.
Here you can see your customers and their open balances, review their detailed information, edit it and create new customers.
To find a customer, you can either enter "%" to see the list of all customers, or enter the beginning of their name in the Look for Customer field. Shortly after you stop typing, the list will be populated with all matching customer records. You can also use the barcode scanner to scan the customer name into this field for quicker selection (requires a barcode containing the customer's name).
The second option for searching customers is to use filtering. Tap on the Filter checkbox to set the filtering criteria. Enter the search text and choose a field to filter by (e.g. City), then Apply the filter to see all matches (if there are any). You can clear the filter by tapping the checkbox again and disabling it.
By default, all active customers are listed. You can use the View dropdown to show only customers with open balances or open (unfulfilled) sales orders. It is also possible to include inactive customers on the list by selecting “All”.
Listed customers can also be sorted alphabetically by name or by total balance by clicking on the respective column's name
To review or edit customer's details, such as contact name or phone number, highlight a customer and tap Edit. Use the tabs at the top to go to different sections of the customer's info. When you are done, tap Save to apply your changes, or Close to leave without saving.
Creating a new customer is done in the same manner as editing, except that you will need to enter all the details yourself. To create a new customer, tap New, then fill in their information and tap Save.
In the iOS app
Your customer list, as well as sales-related operations, are available from the Sales tab, which can be accessed by tapping Sales at the bottom of the mobile app.
-
The “Pro” subscription plan and the “Sales” permission for the app user are required in order to access this screen.
Here you can see your customers and their open balances, review their detailed information, edit it and create new customers.
To find a customer, you can either scroll through the list of all customers, or enter the beginning of their name in the Look for Customer field. Shortly after you stop typing, the list will be populated with all matching customer records. You can also use the barcode scanner to scan the customer name into this field for quicker selection (requires a barcode containing the customer's name).
Below the Look for Customer field you can find a few filtering buttons: by default, all Active customers are listed. Tap Open Balance to show only customers with open balances or open (unfulfilled) sales orders. It is also possible to include inactive customers on the list by tapping All.
Listed customers can also be sorted alphabetically or by total balance by tapping the respective column's name.
To review or edit customer's details, such as contact name or phone number, tap a customer and tap Edit in the pop-up window. Use the tabs at the top to go to different sections of the customer's info. When you are done, tap 
to apply your changes, or press the back button to leave without saving.
To create a new customer, tap 
near the Look for Customer field, then fill in their information throughout the tabs, and tap .
You can access Sales Orders and Invoices for all customers at once by switching to the respective tabs inside the Sales tab.
