QUESTION:

how do i view all my customers at once to see how many etc...what if i have forgotten a name is there a place where i can view all...thx

ANSWER:

To find any customer, on the "lookup" page, simply type in any part of that customer's information (name, phone, email, etc.) and any matching records will be shown to you in a list.

Also, on the main page (we call it the "account control panel" -- the page that is shown when you login) you should see a list of the campaign(s) you have created. This should give you an over all view of how many customers have how many transactions in each campaign.

If you scroll down, you should see a brown bar called "Campaign Reports" and there's a "Show" button to the right. Click the "Show" button, and that section will expand to give you a variety of reports where you can see your customers and their transactions as lists that you can then also export to MS Excel.

Lastly on the account control panel, near the top of the screen, you should see a button labeled "MAnage Customer Records" which allows you to find certain customers and be able to delete them.