Customers — Bulk & Line Actions

This page covers the actions on the main Customers table.

Role lozenges show the normal access level for each action. Tenant/client scoping and record state can still hide an action in some cases.

Line actions

• Edit Owner Ops: opens the customer so you can update contact details, addresses, account status, and custom shipment pricing.
• Delete Owner Ops: removes that single customer record. If the customer still matters for historical orders or shipments, it is usually better to set the account to Inactive instead.

Bulk actions

• Delete Owner Ops: deletes the selected customers. Use this carefully because customers are often referenced by historical activity.
• Export to CSV Owner Ops: exports the selected customer rows to CSV. This is read-only and does not change any customer data.

Buttons

• Create Owner Ops: opens a new customer form. It is shown to users who are allowed to create customers.
• Export to CSV Owner Ops: exports the current customer list, usually including any table filtering you already applied.
• Customers Help Owner Ops: opens the help guide for customers.