Before You Start

  • Your customers are already in your contact list. See Find, Filter and Export Contacts and Add a New Customer.
  • You know what each part of a customer's page shows. See See Everything About a Customer.
  • You need access to the shop's app settings in Settings. Owners have it.
  • If you set this up before: the list columns and customer page sections are now both set in Settings › EasyBiz Console, and they only change for your team after you click Publish .

Overview

The contact list is the table staff see when they open Contacts. The customer page, called Contact Detail in the settings, is what staff see when they click a customer. You choose the columns on the list and the sections on the customer page, including their order and which side of the page each section sits on. The layout is the same for every staff member in your shop, so the whole team works from one view. Changing the layout never adds, changes or removes any customer information.

Where it works

  • Console: the Contacts list and every customer's page, for every staff member, after you publish.
  • POS and the staff mobile app: not affected. These settings change the Console only.
  • Customers: see nothing different. These are staff screens.

Why Set It Up

  • Less scrolling and squinting. Staff see the phone number and last order straight away instead of reading past columns they never use.
  • Fewer mistakes at the counter. Put Loyalty near the top so staff see a customer's store credit and prepaid packages before they take the next order.
  • One view for the whole team. You set it once, and every staff member's Console shows the same layout.

If you skip this, the Console uses the standard layout. The list shows #, Customer, Phone, Email, Last Order, Orders and Registered. The customer page shows Payment History, Invoice History and Order History on the left, and Insights, Contact Info, Address, Sequences, Loyalty and Saved Cards on the right.

Where to Find It

  1. Click the ⚙️ Settings icon in the top-right corner.
  2. Under the Administration section, click EasyBiz Console.
  3. The editor opens. Your settings are on the left, and a live preview of your Console is on the right. Under Pages, you will see Contacts (the list) and Contact Detail (the customer page).

The EasyBiz Console editor with the Pages list, Contacts and Contact Detail outlined

Set Up the Contact List Columns

  1. Under Pages, click Contacts. The Table Columns list shows the columns in the order the list shows them, from left to right.

The Contacts page settings with the Table columns list and the Add Column button outlined

  1. To add a column, click Add Column , then pick a field. Type in Search fields to find one quickly. Fields already on the list show as greyed out.

The Add Column list open with the Search fields box and Customer Order Count outlined

  1. To change the order, drag a column by its handle on the left of its row. The top row is the first column on the list.
  2. To rename a column, click its row and type a new name in Column Header. Leave it empty to use the standard name.
  3. To hide a column, click its row, then click Remove column . You can add it back at any time.

The Phone column opened, showing Column Header and the Remove column button outlined

  1. Click Publish at the top right of the preview. Check the changes in Review your changes, then click Publish again.

The Review your changes dialog with the Publish button outlined

You see Published. Your team's Consoles have the changes.

Columns you can add

Field What the column shows
Customer Index The customer's running number in your shop
Customer Name The customer's name
Customer Phone The mobile number, ready to tap or copy
Customer Phone (Raw) The number as one plain string of digits
Customer Email The email address
Customer Private Note Your team's internal note about the customer
Customer Address, Unit Number, Formatted Address, Postal Code The customer's saved address, in full or in parts
Customer Registration Date The day the customer was added
Customer Registration Place The shop, Online Store or other channel the customer first joined through
Customer Order Count How many orders the customer has made
Customer Last Order Date The date of their most recent order
Customer ID The system's own reference for the customer, mainly for support
Mix and match Add as many as you need, in any order. Each field can be added once

Fields your shop added yourself also appear in the list, marked with a *.

Set Up the Customer Page Sections

  1. Go back to the editor's start using the EasyBiz Console link at the top, then under Pages, click Contact Detail. The Sections list opens. The info icon beside it reads: "Choose what staff see when they open a customer. For example, turn on Loyalty to show their store credit and prepaid packages."

The Contact Detail settings with the Sections list, its heading and info icon outlined

  1. To show or hide a section, use the switch on the right of its row. Sections that are on are listed first, in page order: the left column from top to bottom, then the right column. Sections that are off follow below them.

If you turn a section on, it appears on every customer's page in its usual column. If you turn it off, staff no longer see it, but the information stays saved.

The Loyalty row with its switch turned on, outlined

  1. To change the order, drag a section by its handle on the left of its row. You can drag it into the other column if it fits there.
  2. To choose the column, click a section that is on, then under Column, choose Left or Right . The left column is the wide one and the right column is the narrow one. On a small screen, the right column moves below the left.

The Loyalty row opened, showing the Column choice with Right outlined

  1. Click Publish , then Publish again in Review your changes.

Sections you can show

Section What staff see Column
Payment History Past payments with the date, amount, method and status Left only
Invoice History The customer's invoices, with a way to create a new one Left only
Order History Past orders with the date, items, amount and status Left only
Insights Total spend, number of orders, average order value and top services Left or right
Contact Info Name, phone, email, customer number and the date they joined Left or right
Address The customer's saved address Left or right
Sequences Automatic follow-up messages the customer is in, and what was sent Left or right
Loyalty Store credit, points, membership and prepaid packages Left or right
Saved Cards Cards the customer saved for online payments, with a way to remove one Left or right
Notes Your team's internal notes about the customer. Off as standard Left or right

Reset Back to the Default

Each page has Reset to Default at the bottom of its settings.

  1. Open Contacts or Contact Detail in the editor.
  2. Click Reset to Default . The list goes back to the standard columns and names, or the customer page goes back to the standard sections and columns.
  3. Click Publish to apply it for your team. Until then, you can still change your mind.

The bottom of the Contacts page settings with Reset to Default outlined

Example Setup

CleanFast Laundry runs shops in Tampines and Jurong. Counter staff mostly call customers about ready orders and check who has store credit.

Contact list:

  1. They remove #, Email and Registered.
  2. They drag Phone to sit right after Customer.
  3. They keep Last Order and Orders.

The list now shows: Customer, Phone, Last Order, Orders.

Customer page:

  1. They turn off Sequences and Saved Cards, since they don't use them.
  2. They drag Loyalty to the top of the right column, above Insights.
  3. They turn on Notes so staff see standing instructions, like "No starch on shirts".
  4. They click Publish .

What Staff See

After publishing, every staff member's Console shows the new layout the next time they open Contacts.

The Contacts list showing only the Customer, Phone, Last Order and Orders columns

When staff click a customer, Loyalty is at the top of the right column, so they see store credit and prepaid packages before anything else. Notes sits below it.

A customer page with Loyalty at the top of the right column, outlined

FAQs

Does hiding a column or section delete any customer information?

No. It only changes what staff see. Turn it back on and everything is still there.

Do all my staff see the same layout?

Yes. The layout is set for the whole shop, not per person. Once you publish, every staff member's Console shows it.

Does this change the POS or the staff mobile app?

No. These settings change the Console only. Customers don't see any difference either.

Can I show a customer's store credit as a column on the list?

Not yet. Store credit, points and prepaid packages show in the Loyalty section on the customer's page. Keep it near the top so staff see it straight away.

Does removing a column change my contact export?

No. Exporting from the contact list always includes the standard export columns, whatever the list shows.

I changed the layout but my staff still see the old one. Why?

The change hasn't been published yet. Open Settings › EasyBiz Console, check for a dot beside Contacts or Contact Detail, and click Publish .

What's Next

Your contact list and customer pages now show exactly what your team needs. Next, keep the list clean by combining customers who were added twice and removing ones you no longer need: Merge or Delete a Contact.