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Working with the customer list This article describes the layout of the customer list and the configuration of sorting columns. false W3sidGl0bGUiOiJTYWxlcyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvIn0seyJ0aXRsZSI6IkN1c3RvbWVycyIsInVybCI6Ii91c2Vycy9vcGVyYXRpbmctYWN0aXZpdHkvY2xpZW50cy8ifSx7InRpdGxlIjoiTGlzdCBvZiBjdXN0b21lcnMiLCJ1cmwiOiIvdXNlcnMvb3BlcmF0aW5nLWFjdGl2aXR5L2NsaWVudHMvY2xpZW50bGlzdC8ifV0= Sales /users/operating-activity/ ["users","Sales"] ["users","Sales","Customers"] users

Working with the customer list

This article describes the layout of the customer list and the configuration of sorting columns.

Setting up the configuration of the table columns is done in the same way as the order list

Customer notes can be displayed in the general list of customers.

When you click on the note icon and then the “View all” link, you will find yourself in the note section of that customer’s card.

At the bottom of the page, there are options for pagination, the number of elemets displayed per page, and data export.

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Customer list filter
Using the filter on the customer list allows you to optimise your work with customer management. A variety of different filters and parameters are available to select.
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Exporting of customer list data
This article describes how export customer list data to an Excel table, and how to import the customer base into the system.