Customers in List View

Customers in List View

List View is the default view in the Customer module. Within this view, customers are listed by default in alphabetical order by first name. For each customer, you can see basic information. You can sort, search, and filter customers in this view.

 

Getting to List View

To get to list view in the Customer module: 

  1. Click Customer > Customer
  2. Click the List icon at the top.

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For each customer listed, you can see:

  • Number
  • Name
  • Address
  • Company 
  • Type
  • Attached Asset 
  • Number of Assets Attached 

 

While in list view, learn how to: 

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