Customers

Want to know more about your customers on 10to8 and what you can do with customer records? Check out this section!

Exporting Customer Data
Exporting All Customer Data Admin accounts can export their customer’s list by going to "Inbox & Reports" > "Export Data" Cl...
Thu, 6 Feb, 2020 at 3:37 PM
How to merge duplicate customer records
To merge a duplicate customer record head over to "Customers" and search for the duplicate record by using the "Search" field provided. ...
Wed, 12 May, 2021 at 5:35 PM
How to Manage your Customer Records
10to8 keeps a record of your customers for you. For this article, customers will be referred to as "Customers", but your customers may be known as...
Fri, 21 May, 2021 at 4:33 PM
How to work with Customers in different Time Zones
If your business has "Online/Phone" turned on as a location, and you have customers located in different time zones from yours, this means that...
Mon, 9 Nov, 2020 at 7:07 PM
Managing Customers with Tags
How to use tags? To get started head over to “Customers” and click on one of your customer records. Now you can just enter the name of the tag you want ...
Thu, 25 Jun, 2020 at 2:55 PM
Importing Customers
10to8 will bulk-import your contacts for you for free!  Importing is a great way to start managing customers from a central online location and will als...
Thu, 6 Feb, 2020 at 4:05 PM
How to Delete Customer Records
With 10to8 you have two options to delete customer profiles, you can either delete them in bulk or one by one. When deleting a customer record it will d...
Fri, 21 May, 2021 at 4:34 PM
How to optimize your customer search on your 10to8 account
Please note this feature is only available on accounts with 10,000 or more customers. Accessing the right information about your customers in a timely m...
Wed, 12 May, 2021 at 10:33 AM