> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/customers/searching-and-filtering-customers.md).
# 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.
{% hint style="success" %}
You can combine multiple filters to further narrow down the **Customers List** and quickly find the customer(s) you are looking for.
{% endhint %}
**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.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.supplyd.co/supplyd-erp/customers/searching-and-filtering-customers.md?ask=&goal=
```
`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.
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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
to apply your selections and filter the **Customers** list.
---
# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.
## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:
```
GET https://help.supplyd.co/supplyd-erp/customers/searching-and-filtering-customers.md?ask=