After performing a Customer Find you will be presented with a Customer List showing all the customers that matched your search criteria. The resulting list resembles a spreadsheet with customer data separated into columns. This list is both interactive and customizable.
To customize this view:
- Rearrange column order by dragging and dropping column headers.
- Resize columns to desired widths.
- Hide columns by right clicking inside them and selecting Hide. Right click again if you need to Unhide.
- Click Presets > Set As Default to make this the default list view from now on, or use Save Settings to save this view under a name so that it can be loaded as needed.
Buttons and options on this list view include:
| Presets |
Opens the Presets menu allowing you to make the current view the default, restore the original program default view, or save/load view settings under specific names for later use. |
| Edit |
Open the currently selected customer. |
| Add |
Opens the Add New Customer form. |
| Group / Mailing List |
Create and manage group / mailing lists. See Group / Mailing Lists for more information. |
| Supervisor |
Opens the Supervisor menu giving you options to:
- Reassign Associates
- Add/Remove from Web Uploads (Shopify, Clientbook, Podium only)
- Set Customers Inactive
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| Show Preferred Contact Info Only |
Check this to only see contact methods (phone, address, email) that are marked preferred; uncheck to see all |
| Print List |
Opens a Print Preview of the current list; while it is possible to print lists, you will get more print-friendly output by using Customer Reports instead |
| Right Click Menu |
The right click menu contains the following options:
- View - Switch between list and photo view
- Print - Opens the Print Preview
- Export - Exports the current list as a CSV
- Export Raw - Exports the current list as a CSV and includes additional data from the database that isn't visible on screen
- Show Checkboxes - Enables checkboxes, use with Supervisor functions to perform actions on multiple customers at once
- Fit [Column Name] - Resizes the selected column to fit its contents
- Fit all visible columns - Resizes all columns to fit their contents
- Hide [Column Name] - Hides the selected column
- Unhide All Columns - Unhides all hidden columns
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