Customers overview

Last updated: August 16, 2026

Customers is a directory of the people your organization has delivered to. Every recipient you dispatch to is collected here automatically, so you build up a picture of who you serve and how each relationship is going over time.

Note

Customers is currently in beta and may not be turned on for your organization yet. Reach out to Nash for early access.

How records are created

You don't add customers by hand. As soon as you dispatch your first delivery, the recipient appears here — and each new dispatch keeps their record up to date. A customer is an end recipient of your deliveries, not a user of the portal.

The customers list

Open Customers to see the directory. Each row shows:

Column What it shows
Customer Name and customer ID, with a badge for a Top customer (high lifetime order count) or a New customer. A business icon marks business accounts.
Business The business name, for business accounts.
Contact Email and phone.
Lifetime How many orders the customer has placed with you.
Last seen How recently they had a delivery.

Above the list, a set of stats summarizes the directory: total customers, new in the last 14 days, active in the last 7 days, and how many need attention (recent refunds or failures).

Find a customer

Use the search box to look up a customer by name, email, or phone. Sort the list by customer to scan alphabetically.

Open a profile

Select any customer to open their full profile — lifetime spend, on-time rate, delivery-time patterns, proof-of-delivery photos, and their order history. See read a customer profile.

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