Searching & Filtering Customers

Using the search & filter options makes it quicker and easier to find & manage customer records.

The Customers page provides a central place to quickly find, view, and manage customer records in Supply’d. Using the search and filter options, you can narrow the list to locate a specific customer or view a group of customers that meet particular criteria. This makes it easier to access the right customer information without having to manually browse through the entire list.

On the Customers page, select the magnifying glass to search for a specific customer by name or keyword. To narrow the list based on specific criteria, select the 3 lines beside the 3 dots in the top-right corner to open the available filters. You can use these options together to quickly find the customers relevant to the task you are completing.

Clicking the 3 lines opens the Filter Customers form, where you can access all available filtering options.

You can combine multiple filters to further narrow down the Customers List and quickly find the customer(s) you are looking for.

Company Name

Enter a company name to search for within your Customer List. The list will display customers matching the company name entered.

Group

Select the Customer Group(s) you would like to filter the list by. You can select one or multiple customer groups to display only customers assigned to the selected group(s).

Status

Select the status(es) you would like to filter the list by. You can select one or multiple statuses to display only the records that match your selected criteria.

Sales Rep

Select the sales rep(s) you would like to filter the list by. You can select one or multiple sales reps to display only the records assigned to the selected sales reps.

Next Call Date Range

Select the date range you would like to filter the list by. Clicking this field will open a calendar where you can select the start and end dates. The list will then display only records with a Next Call Date within the selected range.

State

Select the state(s) you would like to filter the Customer List by. You can select one or multiple states to display only customers located in the selected state(s).

Suburb

Enter a suburb to filter the Customer List by. The list will display only customers located in the specified suburb.

Postcode

Enter a postcode to filter the Customer List by. The list will display only customers with the specified postcode.

Customer Status

Filter the Customer List by Customer Status. You can select either Active or Removed. Selecting Removed allows you to view customers who have been removed and re-activate them if required.

Click to apply your selections and filter the Customers list.