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Customers Page - Landing Screen

Customers Page

The Customers module allows users to view, search, filter, and manage all customer records created in the system. This section provides an overview of the Customers page layout, available filters, table structure, and key actions that can be performed on customer data.

CPLS2

Accessing the Customers Page

  1. On the top-left side of the main navigation menu, locate the Customers icon.

  2. Click on the Customers icon.

  3. The system redirects you to the Customers Page, where all customer-related information and actions are displayed.

Customers Page Overview

After being redirected, the Customers page displays the following elements:

  • Search Bar

  • Filter Options

  • Action Buttons

  • Customer List Table

  • Column Selector

  • Bulk Action Functionality

  • Filter Panel Button

These components help you easily locate, manage, and update customer information.

Search Bar

The Search Bar allows you to quickly find a customer by typing any piece of information associated with them.

You can search using the following fields:

  • First Name

  • Last Name

  • Address

  • Phone Number

If the search text matches any existing customer record, the relevant customer(s) will appear in the table automatically.

Filters

Several dropdown filters are available to help refine your customer list. Each filter supports multi-selection.

1. Customer Status Filter

Select one or more statuses from:

  • Active

  • Inactive

  • Lead

2. City Filter

Multi-select cities to filter customers belonging to specific locations.

3. Zip Code Filter

Multi-select zip codes to display customers within chosen postal regions.

4. State Filter

Multi-select states to narrow results by geographic location.

5. Tag Filter

Multi-select tags to filter customers by custom labels that have been assigned to them.

Action Buttons

Located near the top of the page, the following action buttons allow access to additional customer-related functions:

View All Quotes

Click to view all quotes created for customers across the system.

Legacy Customers List

Click to open a list of legacy customers imported or retained from previous systems.

+ Create Customer

Click to create a new customer record.
The system opens a form where you can enter customer details and save a new record.

Column Selector

A table-like icon appears above the customer list.

  • Click the Column Selector icon.

  • A dropdown panel appears with a list of columns.

  • Check or uncheck any column name to show or hide it from the table.

  • The table updates instantly to reflect your selected layout.

This helps you customize the view and display only the information you find relevant.

Download Options

Next to the Column Selector, click the Expander Icon to open a dropdown.

The following download options are available:

  • Download Customers CSV

  • Download Custom Pricing CSV

Clicking an option will export the selected data to your device.

Actions Column

Each customer row contains a pencil icon under the Actions column.

  • Click the pencil icon to edit the selected customer’s information.

  • The system opens the customer details page for editing.

Bulk Actions

A checkbox appears next to every customer name in the First Name column.

To perform a bulk action:

  1. Select one or more customer checkboxes.

  2. The Bulk Action button becomes enabled.

  3. Click the Bulk Action button to open a dropdown with the following options:

  • Send Customer Email

  • Send Custom Text

  • Create Bulk Appointments

  • Create Bulk Quotes

Choose any option to perform the selected bulk action for all chosen customers.

Filter Panel Button

The Filter Panel button allows you to customize which filters appear on the screen.

How it works:

  1. Click the Filter Panel Button.

  2. The Filter Selector Panel opens.

  3. Enable or disable filters such as:

    • Customer Status

    • City

    • Zip Code

    • State

    • Tags

  4. The customer list updates automatically based on the active filters.

Saving Filter Layout

You can save your preferred filter configuration.

  • After selecting your filters, click Save Layout.

  • The system remembers your saved layout.

  • The next time you visit the Customers page, your saved filters load automatically.