Managing Clients
Add and edit clients, view sales summaries, export your client list and restore deleted records.
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All guides in this category
Add Clients
Check out our video tutorial here
1 min read · Updated June 19, 2023
Edit Clients
Editing your customer allows you to update customer information. To do this, 4. Click edit from the drop-down 5. Update the fields with the …
1 min read · Updated June 19, 2023
Delete Clients
Delete customer A customer’s data on Vencru can be deleted from the drop-down menu.
1 min read · Updated June 19, 2023
Restore deleted clients
Restoring deleted customers allows you to restore a client which you may have deleted in error. From the drop-down:
1 min read · Updated June 2, 2023
Client Sales Summary
This allows you to view the client information such as In addition to the above, you can view the sales transaction history. This displays …
1 min read · Updated June 19, 2023
Export clients
Client details can be exported into CSV format. To do this:
1 min read · Updated June 19, 2023
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