CustomersUpdated May 2026
Search and Filter Customers
How to find customers quickly using search and filters.
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Overview
As your customer list grows, use the search and filter tools to quickly find the customer you need.
Search and Filter Options
| Field | Required | Description |
|---|---|---|
Search Bar | — | Type any part of a customer name, email, or reference to instantly filter the list. |
Status Filter | — | Filter by Active or Inactive customers. |
Sort | — | Sort the customer list by name, balance, or date added. |
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Tip
Use the search bar for the fastest results. It searches across names, emails, and company names simultaneously.
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