Customers & CRM
Find and manage customers, including visitation data.
19 articles
- How to import customers from a CSV file
- What customer details can I import from a CSV file?
- How to give every imported customer the same value with Import all as
- What happens when I import customers who are already in WithWine?
- What is the Customers screen?
- How to find customers using filters
- What do the numbers and badges on the Customers screen mean?
- How to save a customer search
- How to select customers, orders or club members for bulk actions
- How to add a customer
- How to add a note to a customer
- How to add credit to a customer's account
- How to place a phone or back office order for a customer
- How to subscribe or unsubscribe a customer from your mailing list
- How to remove a customer
- How to add a task for a customer
- How to use the Tasks screen
- Why isn't a new tag or order showing on the Customers screen?
- How to tag customers