Find customers
Where: Customers (the Customer register).
Who: customer.view.
Search and filter
- Enter any of the filters:
| Filter | Matches | Example |
|---|---|---|
| Search customers | Customer code, partner code, Party name, group code or name, or an active external reference. Notes are not searched. | aroma |
| Status | All statuses or one status | ACTIVE |
| Account type | All types or one type | WHOLESALE |
| Currency | Three-letter code | GBP |
| Sort by | Customer code, Status, Account type, Currency, Created, Updated | Customer code |
| Sort direction | Ascending or Descending | Ascending |
- Select Apply filters. Clear filters resets them.
The register shows up to 100 rows per page; use the page controls below the table.
| Column | Example |
|---|---|
| Customer | CUST-0042 (opens the customer) |
| Party | Café Aroma Ltd |
| Partner | P-CAFE-AROMA |
| Status | ACTIVE (green), ON_HOLD (amber), SUSPENDED (red), others grey |
| Account type | WHOLESALE |
| Currency | GBP |
"No customers match these filters." means nothing matched. Select Clear filters to start again.
Example: Nadia types aroma, Status ACTIVE, and selects Apply filters. One row: CUST-0042,
Café Aroma Ltd, WHOLESALE, GBP. She selects CUST-0042 to open it.
Bookmark a search
The filters are kept in the page address, so a bookmarked search reopens with the same filters, for example every ON_HOLD customer.
Next: The customer record.