Customer List

The customer list is your central directory for browsing, searching, and managing customer records. Filter by multiple criteria, export data, and quickly access customer profiles.

Accessing the Customer List

Navigate to Customers in the hub menu to open the customer list.

List Columns

The customer list displays key information at a glance:

Sorting

Click column headers to sort:

• Click once for ascending
• Click again for descending
• Sortable columns: ID/VAT, Name

Searching and Filtering

Use the advanced search panel to narrow your customer list.

Search Fields

Applying Filters

1. Click the filter/search icon
2. Enter your search criteria
3. Click Search to apply
4. Results update immediately

Clearing Filters

• Click Clear to reset all filters
• Or remove individual filters from the active filter chips

Segment Filtering

Filter by customer segments:

1. Select a Segment Type (e.g., "Sales Performance")
2. Select a specific Segment value (e.g., "Gold")
3. Only customers in that segment appear

Expanding Customer Rows

View all segment assignments for a customer:

1. Click the expand icon on any row
2. The expanded section shows:
   • All segment types for this customer
   • Auto-assigned vs manual segment values
   • Eligible sales amount (if shown)

Editing Segments from List

To edit segments:

1. Expand a customer row
2. Click the segment value you want to change
3. Select a new segment from the dropdown
4. The change saves automatically

Segment Information

The expanded view shows:

• Segment Type — The classification system
• Auto — System-calculated segment based on sales
• Manual — User-assigned override (takes precedence)
• Eligible Sales — Sales amount used for calculation

Exporting Customer Data

Export your customer list for reporting or external use.

Quick Export

Export the current view:

1. Apply any desired filters
2. Click the export menu
3. Choose format:
   • CSV — Comma-separated values
   • Excel — .xlsx format

The export includes:

• All visible columns
• Applied filters
• Current sort order

Full Export

Export all customers:

1. Click export menu
2. Select Export All
3. Choose format
4. Export runs in background
5. Download notification appears when ready

Export Fields

Exports include:

• Customer ID (from source system)
• Name
• City, Address, ZIP
• VAT
• Salesman
• Prospect indicator
• Segment and eligible sales
• Email, Phone, Mobile

Import Wizards

Import customer data from external files.

Available Importers

Depending on configuration, you may see:

• Customer Importer — Update existing customer data
• Bulk Customer Importer — Add multiple customers
• Salesmen Assignment Importer — Update salesman assignments

Using Import Wizard

1. Click the import menu
2. Select the importer type
3. Download the template (if needed)
4. Upload your file
5. Map columns to fields
6. Review and confirm import

See Settings > Importers for import configuration.

Creating Prospects

Add potential customers not yet in your source system.

Quick Create

1. Click Create Prospect button
2. Fill in customer details:
   • Name (required)
   • Contact information
   • Address
   • Assigned salesman
3. Click Save
4. Navigate to the new prospect profile

See Prospects for detailed prospect management.

Opening Customer Profiles

Click any customer row to open their full profile.

Quick Actions

The actions column provides:

• View — Open customer profile
• Edit — Edit prospect details (prospects only)
• Delete — Remove prospect (prospects only)

Navigation After Click

Clicking a customer opens their profile, typically landing on the Dashboard tab. From there, navigate using the side menu.

Customer List for Manufacturers

Manufacturers see additional information:

• Wholesaler name — Shows which wholesaler owns the customer
• VAT as primary ID — VAT number instead of source system ID
• Cross-wholesaler view — Customers across all connected wholesalers

Filtering by Wholesaler

Manufacturers can filter to specific wholesalers using the standard filters.

List Performance

Large Customer Bases

For organizations with many customers:

• Use filters to narrow results
• Pagination handles large datasets
• Search is optimized for quick lookups

Pagination

Navigate through results:

• Page controls at bottom
• Change items per page
• Jump to specific pages

Related Features