How to Search and Filter the Customers List (Web)

Watch the video or scroll down for step-by-step instructions.

Tiers: All

Step-by-step instructions . . .

1

Select the Customers tab.

2

In the search bar you can search by customer name, billing address, phone number, or email address.

• When searching for a customer, it will only search the customers you have filtered. From the dropdown, you can filter by Active Customers or Inactive Customers, or you can see both.

3

You can further filter your customer list by tags you have applied to each customer account. Click the Search Tags bar. There, select one or more tags from the list.

4

You can refine your view by selecting one of the following categories:

• All Customers
• Customers With Route Assignments
• Customers Without Route Assignments
• Customers With Payment Method
• Customers Without Payment Method
• Customers With Service Texts On
• Customers With Service Texts Off