Customer Overview

Article Topics: Customers, Members

The Customer Overview page is split into a status/stats summary dashboard and three detailed tabs:

Stats Dashboard

At the top of the customer record, a quick-view grid displays the customer's current status and totals:

• Status: Displays Active or Deleted based on the customer record status.

• Emails: The total count of email addresses associated with this customer profile.

• Members: The total count of member accounts currently linked.

• Purchases: The total count of completed purchases tied to this customer.

Emails

Lists every email address associated with the customer profile.

• Email: The email address string.

• Added: The date and time the email was linked to the profile.

• Status: Marks whether the email record is active or deleted.

Members

Lists all active or inactive member accounts linked under this customer profile (linked via customer_id).

• Member ID: A clickable link that opens the Member details overview page.

• Username: Displays the username. Hovering over it opens the Member Popover preview card to view quick stats and status, or to run quick actions.

• Email: The email address registered to the specific member account.

• Joined: The date and time the member account was created.

Purchases

List of all Set Sales performed by this customer.

• Purchase ID: The unique transaction record identifier.

• Email: The email used to make the purchase.

• Amount: The transaction monetary value.

• Bought: -

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