Add Customer to a List

Our List functionality enables you to streamline Customer management by grouping individuals with similar payment profiles. These Lists are relevant for high-level data analysis, performance comparisons, and automated workflows.

Creating and managing Lists in the Administration tab

1. Navigate to the Administration tab.

2. Go to the Lists tab and click Create New list.

3. Enter a Name for your list in the text field provided in a modal.

4. Select the Value type from the dropdown menu to define what data the list should store. For customer-centric lists, select either Customer ID or Customer Reference ID.

5. Click Create a List.

6. To add more Customers to your List, click Add item. Manually enter the Value, and optionally include an Expiry date and a Comment.

7. Click Add item.

If an Expiry date is set, the item automatically becomes invalid once that date passes.

Customer Overview

1. Navigate to the Customers tab and select the specific Customer from the grid.

2. Scroll to the Lists section within the Customer profile.

3. Click Add to List to open the configuration modal.

4. Select the desired List from the dropdown menu. If necessary, you can also specify an Expiry date and include a Comment.

5. Click Add Customer.