Operations Customers - View Customers Under a Company

1. Navigate to "Customers"

   Navigate to the "Customers" section in the Portal.

   

2. Click "Companies"

   Then, click "Companies".

   

3. Browse the list of companies

   You will see a list of companies on this screen. You can browse the list of companies.

   

4. Search the company in the "Search..." field

   You can also search for a company in the "Search..." field.

   

5. Go to the company's details screen

   Go to the company's details screen by clicking on the more details icon.

   

6. Company Details

   On the details tab, you can view and update company information.

   

7. Click "Customers" tab

   To view the customers under the company, click the "Customers" tab.

   

8. Customers tab

   The "Customers" tab contains the list of customers under the company. Customer details such as their username, first name, last name, and phone number are displayed by default.

   

9. Search for the customer in the "Search..." field

   If you want to see details of a specific customer, you can browse the list or search for the customer in the "Search..." field.

   

10. Go to the customer's details screen

    Go to the customer's details screen by clicking on the more details icon.

    

11. Customer Details tab

    Here, you can view and update customer information.