How to Access Customer Database on Customer Plus Plus Cloud CRM?

Type: Support Call

Call Reported On: 03-04-2022

Products Discussed: Customer Plus Plus Cloud CRM app

Q&A

Merchant:

A merchant downloaded

on their Clover device. They were unable to access customers from their device. They needed to know if there was a way to access the customer database online.

CSI Works Support: 

When you open Cloud CRM app on Clover for the first time. You’ll notice that all your customers that existed before our app install are going to be in Uncategorized section.

Click on that and you’ll see your customers.