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Search and Filter Customers from the List View

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The list view is where you can see the full list of your Customers, along with the customer details at a glance. 

Each user can arrange the layout of the screen according to their own preferences and liking.

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Search 

Search allows you to find any field within the Customers list. The example below shows results populated for springfield.

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  1. In the Search field, enter the search term.

Search results automatically populate.

Filter Active Customers

The Active Customers drop-down helps you view customers by active or inactive status.

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  1. Click on the Active Customers drop-down.
  2. Select one of the following:
    • Active Customers
    • Inactive Customers
    • All Customers
  3. The customers list is automatically filtered.

Saved View - Filter a Column Example 

When viewing the Customers list, you may want to change the customer columns and sort order. The Save View let's you set up the customer listing and then save it for next time.

This is best explained using an example. I want to create a saved list view for customers that are associated to springfield.

Step 1. Reorder Columns 

  1. Drag and drop the Customer Name column to the front of the list

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Step 2. Filter the Column 

  1. Click on the search field within the Customer Name column.
  2. Type springfield into the search field.
  3. The Customer Name column is filtered to display all Customers containing springfield

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Step 3. Save your View 

  1. Click the save clipboard_ece945c0ff2ad2558151d05d4e38b787a.pngicon. The create new view dialog displays.
  2. In the View Name field, enter the name of the saved view.
  3. Select a who can access this view option, either: 
    • Private- Don't share this view with anyone.
    • Everyone - Share this view with everyone.
    • Security Roles - Share this view with specific roles in your organization.
    • Teams - Share this view with specific teams in your organization.
  4. Click the Save View button.

Display your Saved View 

The next time you want to use the saved view you can display it.

  1. Click the Saved views drop-down. The saved views pop-up displays.

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 From this you can see a list of saved views, and the default view.

  1. Select a saved view.

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Remember, you can share a view that is private to you. Click the share clipboard_e2f57c0ae67143b61babad7a348d3df08.png icon

  1. Click on apply selected. The saved view displays.