Customer list

The customer list can be found under Sales > Queries > Customer list. When clicked on, a new window will appear containing a list of all the customers registered on the account.

In the top right corner of the window users can find all of the actions for the list. Users can export the list to an Excel file, PDF file, print the list or send the list by email.
Please note the actions can take a minute if the list is very large.

Search
Users can search a customer by name, customer number(ssn), address, city, phone number or email address.

Status
The check box 'Only show active customers' controls if inactive users are visible or not.

Groups
Users can filter out a customer list from customer groups by marking the 'Select customer group(s)' check box and selecting a group.