Purpose
The Customer Page allows you to view, manage, and update customer records in Reusely. Whether you're adding new customers, editing details, blocking suspicious users, or reviewing offer history, this page gives you full control over customer data.
Want a visual guide? Watch our step-by-step tutorial below.
Key Features
View active, blocked, and archived customers
Search and filter customers by name, email, phone number, or date
Customize displayed columns for easier navigation
Block customers by email, IP address, or domain
Export customer lists in CSV, XLS, or XLSX formats
Add, edit, or archive customer profiles
View customer-specific in-store, mail-in offers, and invoices
Update customer information and payout method
Access the Customer Portal directly
Before You Begin
Make sure:
You have access to the Customer Page from the dashboard
You are familiar with Reusely’s offer types: In-Store and Mail-In
Customer Portal is enabled (if you plan to use it)
Access and Manage the Customer Page
1. Open Customer Page
Go to the Customer Page from your main dashboard menu.
2. View Customer Tabs
You will see three tabs:
Active Customers – All current users
Blocked Customers – Restricted users
Archived Customers – Inactive users retained for history
3. Search and Filter
Use the search bar to find customers by name, email, or phone number.
Use the date filter to narrow down the list by creation date.
4. Customize Columns
Click Customize Columns to show or hide data fields like email, phone, address, etc.
5. Export Customers
Click Export to download the list in CSV, XLS, or XLSX format.
Note
Customer data is currently available for internal reporting only. Exporting this data to other stores is not supported yet.
6. Block a Customer
Click Block Customer and block the customer using one of the following:
Block by Email
Block by IP Address
Block by Email Domain
7. Use the Action Menu
Each customer has an action menu where you can:
Edit details
Flag their customer
You can choose between No Flag, Trusted (for verified customers), Monitor (for customers with unusual activity), and High Risk (for customers with known or suspected issues).
Block or archive the customer
Open their Customer Portal
Add a New Customer
1. Click Add Customer
Click the Add Customer button at the top-right corner.
2. Fill Out Customer Information
Full Name
Company Name
Email
Address
Building
Phone Number
Note (optional)
3. Save
Click Save to add the customer to the system.
Review Customer Offer History
1. In-Store Offers
View offers submitted in-store. You can filter by:
Date
Status
Payout Method
2. Mail-In Offers
Filter by:
Date
Status
Courier
Payout Method
3. Invoices
Track billing records by:
Date
Status
Salesperson
Edit or Update Customer Details
1. Open a Customer Profile
Click the customer’s name to view their full profile.
2. Edit Customer Info
Click Edit to update:
Name
Company
Email
Address
Building
Phone
Payout Method
Internal Note
Click Save once changes are complete.
4. Access the Customer Portal
Click Open Portal on the top-right to view the customer's experience.
5. Edit Customer Info
Click Edit to update:
Name
Company
Email
Address
Building
Phone
Payout Method
Internal Note
Click Save once changes are complete.
6. Pagination
Use the pagination on the botom of the page to easily navigate between the sections.
Summary
The Customer Page is your command center for managing customer data in Reusely. From adding new users and editing details to blocking scammers and reviewing offer history, it provides the tools you need to build and manage strong customer relationships.
Let me know if you'd like this broken into individual articles like “Add Customer,” “Block Customer,” or “Customer Portal Access.”