Searching and filtering customers
The customer list is your starting point for finding and managing customer records. From here you can search by almost any field, apply multi-criteria filters, configure which columns display, and perform bulk operations like merging or deleting customers.
Smart search
The search bar at the top of the customer list provides a fast way to find a specific customer. Select the search icon to open the smart search modal.
Type a name, email address, phone number, date, zip code, or any other identifying value into the search field. Smart search looks across email, first name, last name, company, tags, dates, phone numbers, and more. Results update in the customer table when you submit the search.
Smart search is best for finding a specific customer when you know some identifying detail. For broader queries across multiple criteria, use advanced filtering instead.
Advanced filtering
Select the filter icon to open the filter modal. Filters let you narrow the customer list using multiple criteria simultaneously. The modal is organized into three sections: General, Billing, and Shipping.
General filters
| Filter | Type | Description |
|---|---|---|
| Text | Match customers by email address | |
| Has All Tags | Multi-select | Customers must have every selected tag |
| Has Any Tags | Multi-select | Customers must have at least one selected tag |
| Last Modified Start | Date | Customers modified on or after this date |
| Last Modified End | Date | Customers modified on or before this date |
| Pricing Tier | Select | Customers assigned to this pricing tier |
| Quickbooks Code | Text | Match by QuickBooks customer code |
| Quickbooks Class | Select | Match by QuickBooks class |
| Signup Start | Date | Customers who signed up on or after this date |
| Signup End | Date | Customers who signed up on or before this date |
Billing address filters
| Filter | Type |
|---|---|
| First Name | Text |
| Last Name | Text |
| Company | Text |
| City | Text |
| State/Region | Text |
| Postal Code | Text |
| Country | Select |
| Day Phone | Text |
| Evening Phone | Text |
Shipping address filters
The shipping section provides the same fields as the billing section, filtering against shipping addresses instead of billing addresses.
When filters are active, a Clear Filter button appears in the toolbar. Select it to remove all active filters and return to the unfiltered list.
Configuring columns
Select the table options icon to choose which columns display in the customer list. Toggle columns on or off to match the information your team uses most.
| Column | Sortable | Description |
|---|---|---|
| Yes | Customer login email | |
| First Name | Yes | Billing first name |
| Last Name | Yes | Billing last name |
| Tags | No | Assigned customer tags |
| Company | Yes | Billing company name |
| Phone | No | Billing phone number |
| Last Order Date | Yes | Date of the customer's most recent order |
| Pricing Tiers | No | Assigned pricing tiers |
| Unapproved | No | Whether the signup is pending approval |
| Tax Exempt | No | Tax-exempt status |
| Allow PO | No | Whether purchase orders are allowed |
| Auto Approve PO | No | Whether POs are auto-approved |
| Allow COD | No | Whether cash on delivery is allowed |
| Auto Approve COD | No | Whether COD is auto-approved |
| Allow Quotes | No | Whether quote requests are allowed |
| Free Shipping | No | Whether free shipping is enabled |
| Lifetime Orders | Yes | Total number of orders placed |
| Lifetime Value | Yes | Total value of all orders |
Your column selections are saved to your account and persist across sessions.
Sorting and pagination
Select any sortable column header to sort the customer list. Sorting is server-side, so it applies across all pages of results, not just the currently visible page.
Use the pagination controls at the bottom of the table to navigate between pages. You can configure the page size to show 5, 10, 15, 25, 50, or 100 customers per page.
Bulk operations
Merge customers
When duplicate customer records exist, you can merge them into a single profile. Select the three-dot menu on a customer row and choose Merge Customer. This opens a modal where you select which customer record to merge into. The original customer's data is combined into the target record.
Merging customers cannot be undone. Review both records carefully before confirming the merge.
Delete a customer
Select the three-dot menu on a customer row and choose Delete to remove a customer record. You'll be prompted to confirm before the deletion proceeds.
Creating a customer
Select the person add icon in the toolbar to create a new customer. The modal requires two fields:
| Field | Required | Notes |
|---|---|---|
| Yes | Must be a valid email address. This becomes the customer's login email. | |
| Password | No | If provided, must be at least 4 characters. If omitted, the customer can set a password later through the storefront's password reset flow. |
After creation, the new customer appears in your list and you can navigate to their detail page to fill in additional information.
Logging in as a customer
You can generate a magic login link to access your storefront as a specific customer. This is useful for troubleshooting account-specific issues or verifying what a customer sees.
- Select the three-dot menu on a customer row and choose Login As Customer.
- In the modal, select the StoreFront you want to log in to.
- Select Login. A new browser window opens with you logged in as that customer on the selected storefront.
This opens a live session on your storefront. Any orders placed during this session are real orders on the customer's account.
Related pages
- Customers overview -- capabilities summary and page navigation
- General customer settings -- edit profile fields, tags, and custom properties
- Billing addresses and payment settings -- manage billing addresses and checkout controls
- Shipping addresses and preferences -- manage shipping addresses and preferences