The “Contacts” section lists every customer you can see: the owner and admins see customers of all projects, a manager and a viewer — of their projects only. At the top is how many customers were found; a page holds 50 rows; below are “Previous” and “Next”.
One number in three projects means three different customers and three rows with the “Project” column: each project has its own history.
Search
The “Search” box searches names, phones and emails. Type a phone in any format or just part of the digits: “+374 91”, “8916”, “392-38”. The list updates once you stop typing, or on Enter.
Sorting
“Sort”: “By last contact” (default; customers without inquiries come last), “By name” or “Newest first” (by the date added).
Filters
- “Project” — customers of one project.
- “Country” — the customer's country (chosen on the card or taken from the phone number).
- “Repeat customers” — “Yes”: customers with two orders or more (cancelled and lost ones do not count); “No” — everyone else.
- “No answer” — customers whose latest inquiry got no reply or has the outcome “No answer”. Write to them first.
- “Do not contact” — customers with this mark or, the other way round, only those you may write to.
- “Last contact” from … to … — when the customer last got in touch. One date alone is fine.
- Custom fields with “Filter” switched on appear here too (see Custom fields).
Filters apply at once and are kept in the page address: you can share the link with a colleague, and reloading the page keeps them. “Reset filters” clears all filters and the search.
Columns
The “Columns” button opens the list of columns: untick a column to hide it, tick it to show it; the ↑ ↓ arrows change the order. “Default columns” brings back the original set. The setting is saved in this browser, for you and this account only.
Columns: Name, Phone, Country, Project, Last contact, Orders, Repeat customer and the customers' custom fields.
New customer
“New contact” opens the customer form (see Customer card). A viewer does not see this button.
Export
“Export” downloads the whole list of the current filters, search and sort to Excel or CSV. More in Export.
Trash
The “Trash (N)” link (the owner and admins) leads to deleted customers: you can restore them or delete them for good. More in Trash.