The CRM > Customer tab can be used:
- To search and locate a customer or groups of customers
- To action a customer
- To bulk action customers
- To delete customers
- To export a customer list
Note: Access to these functions will vary based on the user's security settings. You can also access using the flyout menu:
Searching for a Customer
Note: Clicking on the spyglass icon will toggle the search filter panel to hide or display.
Filter | Description |
Customer Name | Enter in the full or partial name of the customer in to the Name field. |
Customer Number | Enter in the complete Customer Number. |
External Identifier | Enter any or all digits of the External Identifier. |
Phone Number | Enter any or all digits of the Phone Number. e.g. If you enter ‘5’, it will bring up all phone numbers that contain a 5. If you enter just the area code ‘519’, it will bring up all the phone numbers that have that area code. |
Email Address | Enter in the full or partial Email Address. |
Assigned | Select an option from one or both of the Assigned drop-down menus. |
ZIP/Postal Code | Enter in the full or partial ZIP/Postal Code. |
Country | Select Country from the drop-down menu. |
Region | Select Region from the drop-down menu. |
City | Select City from the drop-down menu. |
Letter | Select a letter from from the alpha box below Letter. Note: As soon as a letter is selected, a search will be done bringing up all Customers whose name starts with the selected letter. Any other search fields with data entered will also be applied to the search. |
Tags | Select one or more tags from the drop-down menu. Note: Utilizing this search criteria will not filter results to find customers with all selected tags. If multiple tags are selected, search will include all customers with at least one of the selected tags. |
Last Order Date | Select a Last Order Date using the pop-up calendar. |
Customer Since | Select a Customer Since date using the pop-up calendar. |
2. Select Search. Results will filter based on the set filters. To clear all
search criteria, select {Clear}.
Customer Actions
To open the sub-action menu, click on the vertical ellipses for a customer and then select an action from the drop-down.
Action | Description |
Edit | This opens to Edit Customer modal for this customer. See Customers - Editing a Customer. |
Add Contact | This opens the Add Contact modal with the customer preset to this customer. See Contacts - Creating a New Contact. |
Add a Note | This opens the New Note modal. |
Add a Task | This opens the New Task modal with Related To field set to this customer. |
New Order | This opens the New Order modal, defaults pre-filled for this customer. |
New Quote | This opens the New Quote modal, defaults pre-filled for this customer. |
New Product | This opens a new Product Order page. |
Print Statement | This prints a statement for this Customer. |
Email Statement | This opens the Email modal with an attached Statement .PDF for this customer. |
For information on Bulk Actions, see Customers - Bulk Actions.
For information on Exports, see Customers - Exporting Customers.
For information on deleting a contact, see Customers - Deleting a Customer.