Customers List Inquiry
The Customer List is the central hub for your business relationships. Every registered customer appears here with their key account details, so you can search, filter and reach any record quickly even with thousands on file.
Where to find it
Go to Customer > Customer.
Search and Filters
The tools at the top narrow the list — search by name, short name or reference, and filter by area, salesperson or status. Tick Show also Inactive to include retired accounts.
List Columns and Details
| Column | Description |
|---|---|
| Customer Reference | The unique code. Click it to open the Customer View. |
| Customer Name | The full legal name. |
| Short Name | The abbreviation used in dropdowns. |
| Phone / Email | Primary contact details. |
| Currency | The currency the account is held in. |
| Balance | What the customer currently owes. |
| Credit Status | Whether they may transact. |
Available Actions
| Action | What it does |
|---|---|
| + Add New Customer | Opens the New Customer form. |
| View | Opens the full record with branches, contacts, transactions and files. |
| Edit | Change master data. |
| Inactive toggle | Retire a customer without losing their history. |
A customer with transactions cannot be deleted — the history depends on them. Set them inactive instead, which removes them from dropdowns while leaving past documents intact.
Related pages
- New Customer — create a record
- Customer View — the full record
- Branches List · Contacts List
- Invoices — what customers owe