Browse & find customers

Lite+

The Customers list is the master grid of every customer (homeowners, builders, architects, and trade accounts) on your account. It’s the starting point for opening a customer record, checking their account type or sales rep, and finding duplicates before you merge them.

When to use

Whenever you want to look someone up — before raising an opportunity, to check who their sales rep is, or to confirm a customer already exists so you don’t create a duplicate.

Step by step

Customers (CRM navigation item) — 1. Find every customer under CRM → Customers.

Customer grid (treegrid) — 2. Each row is a customer. Columns show their account type, phone, suburb, sales rep and class at a glance.

View: Active (toolbar button) — 3. By default you see active customers only. Switch the view here to include inactive ones.

Filter by Text (textbox) — 4. Start typing a name, phone number or suburb to narrow the list instantly.

Filter records by text (toolbar button) — 5. Apply the text filter to find the customer you're after.

Export to CSV File (toolbar button) — 6. Need the list in a spreadsheet? Export the current view to CSV.

A customer row, e.g. 'Adams Residence' — 7. Click any row to open that customer's full record.