Customer List

The Customer List screen displays all your customers and the screen can be found under the Sales menu.

Screen Customer List

To edit a customer, select the customer from the list. You can create a new customer by selecting the Add Customer link at the bottom of the list.

You can sort the list by selecting any underlined column header. An arrowhead depicting an ascending or descending sort order will be displayed above the sorted column.

Label your Customers

You can apply labels to multiple Customers at a time by first either using the Selector drop-down just above the Customer List or by individually selecting the checkboxes in the Customer List and then selecting the Labels button to reveal a list of Customer labels to select. Just remember to select Apply.

Searching your Customers

Selecting the Show Filter link located above the list will display a set of useful search options. Remember to apply the search once you have entered all your search criteria.

Screen Customer Search

Be aware that any applied searches will persist during the logged in session. You may wish to remove the search criteria at the conclusion of any search.

You can also use the search to find words or codes that you can only partially remember, by using wildcard search characters to search on some of the fields. These include the underscore symbol and the percentage symbol. Use the underscore to search any single character matches. Use the percentage to search on any combination of characters. Eg, If you wanted to search on a word/code like Sandbox, then here are some of the plethora of examples which will work: sand%, s%x, %sandbox%. If you know most of the word/code you are looking for, except for a single character, then try some of these examples: s_ndbox, sand_ox, s___bo_, _and__x.