Managing Customers in coreSTORE

Create Customer

Navigate to the Customers View

Click the "New Customer" button on top right of view:

Fill out the form:

Importing and Exporting Customers to Excel

Information on how to import and export customer information can be found in the "Importing and Exporting to Spreadsheets in Corestore" article.

Print Mailing Labels or Send and Email

Select one or more customers and click Mailing labels or Email. Mailing labels will print using Avery 5160 or Avery 8160 Address Labels.

Delete Customer

When you delete a customer, the data is not actually deleted from the system, but is set to inactive. You can view deleted customers by clicking the 3 dot menu > trash symbol. 

You can undelete a customer by checking that contact then clicking "undelete."