Search customers

Introduction

Under Search customers, you can search the customer database.

Description

Under Search customers, you can search the customer database.

Report view

  • Enter a keyword.
  • Click More search options to add filters to your search.

You can save your search for later use.

You can search for all customers by writing a % sign in the search field and pressing Show. Hereafter, a list of all your customers is shown, and you have the opportunity to export the list in several formats. Depending on the number of customers in your database, it may take a few minutes for the full list to load.

If you want to segment your customer list, you can choose More search options. Then you can search for e.g. customer number, customer status, city or industry code.

Last updated 21 Jun 2023