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What is the Customers page?

What is the Customers page?

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    • The Customers page in Satago displays all customers imported from your connected accounting package.

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    What can I do on the Customers page?

    • Filter customers:

      • Search by customer name.

      • View only active customers using the "Customers with open invoices" filter.

      • See archived customers under the "Archived customers" filter.

      • Filter by Customer Group.

    • Manage email settings:

      • Enable or disable specific email types for each customer using the tickboxes on the right.

    • View customer details:

      • Click a customer’s name to open their record, which includes:

        1. Invoices: Overview of all open and historical invoices, credit summary, and options to disable automated emails.

        2. Conversations: View customer replies to automated emails, leave internal notes, and set self-reminders.

        3. Contacts & Addresses: See and update contacts from your accounting package, set the Primary Contact (main recipient for reminders), and Escalation Contact (added to later reminders).

        4. Outbox & Sent: View scheduled and sent emails (reminders, statements, thank you emails).

        5. Options: Access additional settings for credit control and risk insights.

     

    Need more help?

    If you have questions or need assistance, please contact our customer success team via the Satago Help Centre.