Searching and Filtering Customers
Filtering Customers
Use the filters in the customer module to speed up customer searches. There are a variety of filtering methods to choose from depending on what information is known about the customer.
| 1. | In the Customer tab, click the Funnel (filtering) icon to view the customer list. |
Figure 1 - Filtering icon
If the customer's account status is known:
| 1. | Next to Filter by, click the Status drop-down menu. |
| 2. | Select one of the three available options. |
The filtering system will automatically narrow down the customer list to only those accounts corresponding to the status selection from the drop down menu.
Figure 2 - Filtering, Customer status
If you know one key point about the timing of an order, you can filter by date range. There are three options:
| 1. | Click Any Time or Today. |
Figure 3 - Filtering, Date Range
| 2. | or click Date Range. |
| a. | Pick a Start and End date from the calendar picker. |
Figure 4 - Filtering, Calendar Picker
Filtering by Customer Status
| 1. | You can also filter by Customer Status. |
| 2. | Click Show All drop-down menu and select one of the three options: Active customers, Inactive customers and customers who Require Approval. The screen will automatically update to the selected filtering parameters. |
Searching Customers
If you know just one key point of information for a particular customer, you can use the drop-down menu.
| 1. | Click the drop-down menu to search by Customer Name, Email or Phone. |
| 2. | Enter Customer Name or Email Address or Phone Number in the search field. |
| 3. | Click the Magnifying Glass icon to execute the search. |
Figure 5 - Customer Search drop-down menu
REFERENCES
| • | Viewing Customers |
| • | Adding Customers |