Customers · updated 2026-08-08
The toolbar above the table narrows hundreds of profiles down to the one you need in seconds.
Type in the box with the placeholder "Search customers...". It matches the customer's name, company name, and email as you type.
The status dropdown offers "All Status", "Active", and "Inactive". Inactive profiles keep their full history but drop out of the default workflows.
The type dropdown offers "All Types", "Residential", "Contractor", and "Broker", each with its icon.
Click the "Name", "Lifetime Value", or "Orders" column headers to sort; click again to flip the direction. The count next to the filters shows how many customers match.
Checkboxes on each row (and a select-all in the header) let you mark customers while you work through a list.
Check the status filter: they may be "Inactive". Also try searching by email or company name instead of the person's name.
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