The Customer page of the Portal enables users to visualise and manage their customers, including viewing customer details, payment history, and creating or deleting customers.
For more information on the concept of Customers in Ryft, please refer to the Ryft Entities documentation.
Customers are presented in a table list that displays their:
- Email: The customer's email address.
- Name: The customer's full name.
- ID: A unique identifier for the customer.
- Created: The date and time when the customer was created.
Clicking on any customer in the list opens a new sidebar window, providing additional details, including their Payment Methods and Payment History.
The left-hand side of the page features a Filter by section, allowing users to filter customers by their email or Customer ID.
Users can also specify a date range to view customers created within that period (up to 60 days).
The Clear button resets all filters.
Although customers are automatically created or updated by Ryft upon successful payment transaction completion, this page allows users to manually create and delete customers using a user-friendly interface.
To create a new Customer, users can click the Create Customer button, which opens a form where they can enter the customer's details and submit it to add the customer.