General Administration
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      Customer Details, Actions, and Numbers Visibility

      Customer Actions and Details

      Set the visibility of the customer details and actions dropdown menus in the Administration page. 

      CustomerDetailsActions

      Navigate to the "Administration" page in the top right-hand corner and check the box called, "Hide Customer Details and Actions?" and then click "Save."

      CustomerDetailsActions_AdminSetting

      Close and reopen ActionFlow, and the dropdown menus will now be hidden.

      CustomerDetailsActions_hidden

      Customer Number

      Search by the customer number, in addition to the customer name, in the 'Customer Search' bar. If your shop references customer IDs/numbers, turn on the visibility of Customer Numbers in the "Administration" tab.

      CustomerNumberSearch

      CustomerNumberSearch_AdminSetting