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How can I filter my Customer list?
How can I filter my Customer list?
Updated over 6 months ago

You may want to filter your Customer list by certain criteria. For examples, you may want to see only companies or only individuals when going through your Customer page. In order to do so, please follow the below steps.

  1. On the "Customers" page, select "Filter" in the top right hand corner.

  2. Select the criteria you want to filter by (e.g. "Type") and input the desired filters.

You can always reset any Filters using the "Reset" button in the top right hand side of the "Customers" page

See below for a visual representation of the steps above.

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