Managing Customer Accounts

The Customer Management page provides a comprehensive interface for managing customer accounts and their associated job listings.

Overview

Customers are organizations or individuals who post job listings on your platform. This page allows you to:

• View all customer accounts in a searchable table
• Monitor customer activity and listing counts
• Create new customer accounts
• Edit existing customer information
• Delete customer accounts (with confirmation)

Page Layout

Quick Stats Cards

At the top of the page, you'll find two statistics cards:

• Total Customers: Shows the current count of all customer accounts
• Active Listings: Displays the total number of published job listings from all customers

These cards update automatically based on your current filters.

Customer Table

The main table displays customer information with the following columns:

Columns

• Company Name: The organization name (clickable to view details)
• Contact: Primary contact person's name
• Email: Contact email address
• Phone: Contact phone number
• Active Listings: Badge showing count of currently published listings
• Created: Date when the customer account was created
• Actions: View, Edit, and Delete buttons

Search and Filtering

Global Search: Use the search box to find customers by:

• Company name
• Contact name
• Email address
• Phone number

The search updates in real-time as you type.

Filter Options:

1. Active Listings Filter:

   • All Customers (default)
   • With Active Listings Only
   • Without Active Listings

2. Date Range Filter:

   • From Date: Filter customers created after this date
   • To Date: Filter customers created before this date

Sorting

Click any column header to sort by that column. Click again to reverse the sort order.

Pagination

The table displays 10 customers per page by default. Use the pagination controls at the bottom:

• « (First): Jump to first page
• ‹ (Previous): Go to previous page
• › (Next): Go to next page
• » (Last): Jump to last page

The current page and total pages are displayed between the navigation buttons.

Creating a New Customer

1. Click the "New Customer" button (top-right corner)
2. Fill in the required fields in the modal:
   • Company Name (required)
   • Contact Name (required)
   • Email Address (required, valid email format)
   • Phone Number (optional)
3. Click "Create Customer"
4. The table will automatically refresh with the new customer

Viewing Customer Details

1. Click the eye icon (👁️) in the Actions column
2. Or click the customer's company name
3. You'll be taken to the customer detail page showing:
   • Full customer information
   • Associated job listings
   • Contact information
   • Organization links
   • Activity history

Editing a Customer

1. Click the edit icon (✏️) in the Actions column
2. Update the customer information in the form
3. Click "Save Changes"
4. The table will refresh with updated information

Deleting a Customer

⚠️ Warning: Deleting a customer is permanent and cannot be undone.

1. Click the trash icon (🗑️) in the Actions column
2. A confirmation dialog will appear
3. Review the warning message
4. Click "Delete" to confirm or "Cancel" to abort

Important Notes:

• Deleting a customer will also delete all associated listings
• Consider deactivating listings instead of deleting the customer
• Make sure to export any important data before deletion

Best Practices

Data Quality

• Keep contact information updated: Ensure email and phone numbers are current
• Use consistent naming: Follow a standard format for company names
• Verify email addresses: Check for typos to ensure deliverability

Customer Management

• Regular audits: Periodically review customer accounts for inactive accounts
• Monitor listing activity: Use the "Active Listings" column to identify engaged customers
• Use filters effectively: Combine search and filters to find specific customer segments

Performance Tips

• Use specific searches: The more specific your search, the faster the results
• Apply filters before exporting: Filter data before performing bulk operations
• Paginate large result sets: Don't try to load all customers at once

Troubleshooting

Common Issues

"No customers found":

• Check your search query for typos
• Clear all filters and try again
• Verify that customers exist in the database

"Failed to load customers":

• Check your internet connection
• Refresh the page
• Contact support if the issue persists

"Cannot delete customer":

• The customer may have active listings
• Check for related records that need to be removed first
• Verify you have admin permissions

Getting Help

If you encounter issues not covered here:

1. Check the Troubleshooting section in the main Help Center
2. Contact your system administrator
3. Submit a support ticket with:
   • Description of the issue
   • Steps to reproduce
   • Screenshots (if applicable)

Related Articles

• Managing Job Listings
• Customer Detail Page Guide
• Bulk Customer Operations
• Customer Analytics and Reporting