Overview
The Customers page is where you can view and manage all customer records. From this page, you can quickly find specific customers, narrow down large lists using filters, and create saved views for ongoing workflows.
The search and filtering tools are designed to be flexible and easy to use, allowing you to locate customers without needing exact matches.
Search for Customers
Use the search bar at the top of the Customers page to quickly find customers.
You can search by:
Customer name
Contact name
Contact email
Tags
Search supports partial matches, so you do not need to type the full value to find a customer.
Search results update automatically as you type.
Filter Customers
Filters allow you to narrow down the customer list based on specific criteria.
To add a filter:
Click Add filter
Select a filter type
Choose the value to filter by
You can apply multiple filters at the same time to further refine results.
Common examples:
Show only Active customers
Filter customers by billing or shipping location
Filter by customer type, price list, or payment terms
Filters apply only to the current view and do not affect other users.
Use Saved Views
Saved views allow you to store a set of filters for repeated use.
Use views when you want to:
Monitor a specific group of customers
Quickly return to commonly used filters
Organize customers by workflow or team needs
To create a view:
Apply search and filters
Click Save
Name the view
Saved views update automatically as customer data changes.
Search vs Filters — When to Use Each
Search
Use search when you are looking for a specific customer or contact.Filters
Use filters when you want to work with a group of customers or analyze a subset of records.
You can use search and filters together.
Additional Actions from the Customers Page
From the Customers page, you can also:
Select one or more customers
Use Bulk actions to update fields such as price list, sales rep, or status
Export customer data
Create new customer records
Best Practices
Use search for quick lookups and filters for ongoing work
Create saved views for recurring workflows
Combine filters to reduce large customer lists
Clear filters when results are not what you expect
Related Topics
For more information on managing customers, see:
Customer Record Overview
Update a Customer
Assign a Price List to a Customer