Recent Customers
The recent customers report helps vendors quickly see newly added or recently registered customer companies. This is useful for checking new customer activity, following up with new accounts, and confirming that customer setup was completed correctly.What are recent customers?
Recent customers are customer companies that were recently registered or connected to a vendor company. The report shows a short list of the latest customers for the selected vendor company.Who can access recent customers?
Recent customers are available to vendor users. A vendor can only view recent customers for their own vendor company.What the report shows
The recent customers report can include customer company information such as:| Field | Meaning |
|---|---|
| Customer company | Name of the customer company |
| Customer account email or notification email | |
| Phone number | Customer phone number, if available |
| Address | Customer address, if available |
| Created at | Date when the customer company was created |
| Updated at | Date when the customer company was last updated |
Number of customers shown
The report is designed as a short dashboard-style overview. It can show the latest 10 customers for a vendor company.This report is intended for a quick overview, not for a full customer database export.
Typical use cases
Use recent customers to:- Check newly added customers
- Confirm that a customer was created successfully
- Follow up with new customer accounts
- Review recent customer onboarding activity
- Quickly access customer details after setup
Accessing recent customers
To access recent customers:- Go to Vendors
- Open your vendor company
- Go to Reports
- Open Recent Customers
How recent customers help vendors
Faster follow-up
Vendors can quickly see which customers were added recently and contact them if needed.Better onboarding control
The report helps confirm that new customer accounts are available in the system.Easier customer review
Instead of searching through all customers, vendors can start with the latest customer activity.Useful dashboard view
Recent customers can be shown as a compact overview next to other vendor reports.Recent customers vs customer management
Recent customers are a report. Customer management is where vendors add, edit, and review customer records in more detail.| Area | Purpose |
|---|---|
| Recent Customers | Quick report of latest customers |
| Customer Management | Full customer setup and management |
Best practices
Check recent customers after onboarding
After adding or inviting customers, review the recent customers report to confirm that the customers appear correctly.Follow up with new customers
Use the report to identify customers who may need setup help or onboarding support.Keep customer details clean
Accurate customer names, email addresses, phone numbers, and addresses make the report more useful.Use customer details for deeper review
If you need more information, open the customer details page from the customer management section.Common problems
Customer does not appear
Check that:- The customer was created or connected successfully
- The customer belongs to the correct vendor company
- You opened the correct vendor company
- You are logged in as the correct vendor user
Vendor cannot access the report
Check that:- The user is logged in
- The user has the vendor role
- The vendor company belongs to the logged-in user
Only a few customers are shown
This is expected. The report is designed to show recent customers, not every customer.Related pages
Add Customer
Create a new customer company.
Link Existing Customer
Connect an existing customer to your vendor company.
Customer Details
View customer information and delivery locations.
Customer Numbers
Manage customer numbers for vendor-customer relationships.
Weekly Orders
Review weekly order activity.
Top Products
See which products are ordered most often.