Customer's details

Updated 2 months ago by Bojana Pusara

How to find customers' details in Gorgias?

Take a look where all the customers' data are kept in your Gorgias dashboard! (it takes two clicks: upper left corner next to three dots menu -> Customers). As you can see, there is search field and you can find your customers by first, last name or email address.

How to create a new customer?

In the screenshot above, there is a blue box in the upper right corn er for adding customer. Once you open it, it looks like previewed below. When all the required filleds are properly filled in, changes should be saved and the new customer is added.

If you want to skip some of these contact details or they are simply not available, you should simply click on the red box and it will be displayed that there is, for example, no phone number for that customer.

How to edit a customer?

Open the Customers' list (first screenshot), find the customer you want to edit, left-click and choose the option to edit the customer.

How to delete a customer?

Open the Customers' list (first screenshot), find the customer you want to edit, check the box right next to it and click on the drop down Actions menu to delete it.


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