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Viewing customers in the CMS

Written by Steven Veenstra

Why is it useful to view customer data?

By viewing customer data, you get access to:

  • Contact information: Name, email address and phone number.

  • History: Overview of orders placed.

  • Account management: Options to adjust data or add notes.

Useful for helping your customers better and keeping your records up to date!


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  1. In your CMS (back-end), go to "Bestellingen" (Orders) or "Offertes" (Quotes).

  2. In the menu on the left, click "Klantenoverzicht" (Customer overview).
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  3. Use the filters to quickly find a particular customer (for example by name or email address).

  4. Click "Inzien" (View) next to the desired customer.
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