{"id":5969,"date":"2018-06-21T11:20:59","date_gmt":"2018-06-21T11:20:59","guid":{"rendered":"https:\/\/support.loginextsolutions.com\/?p=5969"},"modified":"2026-01-28T09:41:57","modified_gmt":"2026-01-28T09:41:57","slug":"customer-master","status":"publish","type":"post","link":"https:\/\/support.loginextsolutions.com\/index.php\/2018\/06\/21\/customer-master\/","title":{"rendered":"List of Customers"},"content":{"rendered":"\n\n\n\t<div class=\"dkpdf-button-container\" style=\" text-align:left \">\n\n\t\t<a class=\"dkpdf-button\" href=\"\/index.php\/wp-json\/wp\/v2\/posts\/5969?pdf=5969\" target=\"_blank\"><span class=\"dkpdf-button-icon\"><i class=\"fa fa-file-pdf-o\"><\/i><\/span> Download PDF<\/a>\n\n\t<\/div>\n\n\n\n\n\n<ul id=\"article-tab\">\n<li><a href=\"#\/2018\/06\/21\/customer-master\/\">Desktop\/Laptop<\/a><\/li>\n<li><a href=\"#\/2024\/01\/03\/list-of-customers\/\">Mobile App<\/a><\/li>\n<\/ul>\n<p><span style=\"font-weight: 400;\">The Customer List View displays the customers that you have added, along with their details. To access the list view, go to Customers &gt; All Customers.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone  wp-image-27287\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-25-at-11.06.12\u202fAM.png\" alt=\"\" width=\"501\" height=\"269\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-25-at-11.06.12\u202fAM.png 1445w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-25-at-11.06.12\u202fAM-300x161.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-25-at-11.06.12\u202fAM-1024x549.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2025-06-25-at-11.06.12\u202fAM-768x412.png 768w\" sizes=\"(max-width: 501px) 100vw, 501px\" \/><br \/>\n<\/span><\/p>\n<h4><strong>Searching a Customer<\/strong><\/h4>\n<p>There are several ways to search for specific customers:<\/p>\n<ol>\n<li aria-level=\"1\">The Search functionality in a column: You can search using the customer ID in the Customer ID column, the customer name in the Customer Name column, and so on.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15159\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.05-AM.png\" alt=\"\" width=\"850\" height=\"142\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.05-AM.png 2876w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.05-AM-300x50.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.05-AM-768x129.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.05-AM-1024x172.png 1024w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n<li aria-level=\"1\">Advanced Filters: The Advanced Filters let you specify a condition and its values to display the relevant results only. Use the filter icon located on the right of the action buttons to view only the customers meeting your selection criteria. Go to Add Filter &gt; Add Condition &gt; Apply Filter.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15156\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.35.24-AM.png\" alt=\"\" width=\"450\" height=\"206\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.35.24-AM.png 1486w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.35.24-AM-300x137.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.35.24-AM-768x351.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.35.24-AM-1024x469.png 1024w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15158\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.49-AM.png\" alt=\"\" width=\"450\" height=\"315\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.49-AM.png 1428w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.49-AM-300x210.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.49-AM-768x538.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.33.49-AM-1024x717.png 1024w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/><\/li>\n<\/ol>\n<h4><strong>Columns in Customer List View<\/strong><\/h4>\n<p><span style=\"font-weight: 400;\">\u200b\u200b<\/span><span style=\"font-weight: 400;\">Here are the columns that you can view in the Customer List View:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">Customer ID:<\/span><span style=\"font-weight: 400;\"> ID of the customer created.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Customer Name:<\/span><span style=\"font-weight: 400;\"> Name of the customer.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Customer Type:<\/span><span style=\"font-weight: 400;\"> Type of customer e.g. Premium, Gold, etc.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Phone Number:<\/span><span style=\"font-weight: 400;\"> Mobile number of the customer<\/span><\/li>\n<li><span style=\"font-weight: 400;\">WhatsApp Opt In: <\/span><span style=\"font-weight: 400;\">Whether the customer has opted in to receive WhatsApp alerts and notifications on the provided mobile number or not.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Email ID:<\/span><span style=\"font-weight: 400;\"> Email address of the customer.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Number of Addresses:<\/span><span style=\"font-weight: 400;\"> Number of addresses created for the customer.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Billing Address:<\/span><span style=\"font-weight: 400;\"> Billing address of the customer.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Active\/Inactive:<\/span> <span style=\"font-weight: 400;\">Status of the customer.<\/span><\/li>\n<li>Shipper: Name of the shipper associated with the customer.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-18689\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/List_of_customers-1.png\" alt=\"\" width=\"850\" height=\"215\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/List_of_customers-1.png 2861w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/List_of_customers-1-300x76.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/List_of_customers-1-1024x259.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/List_of_customers-1-768x195.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/List_of_customers-1-1536x389.png 1536w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/List_of_customers-1-2048x519.png 2048w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><\/li>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ol>\n<p><!-- Created with Elementor --><\/p>\n<h4><b>Supported Capabilities<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">You can perform the following functions from the Customer List View:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">Update customer details in line and in bulk.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-15152\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.19.51-AM.png\" alt=\"\" width=\"850\" height=\"186\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.19.51-AM.png 2876w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.19.51-AM-300x66.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.19.51-AM-768x168.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-09-29-at-11.19.51-AM-1024x224.png 1024w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/>\n<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Send <a href=\"https:\/\/support.loginextsolutions.com\/index.php\/2023\/06\/14\/customer-notifications-and-order-notifications\/\">customized notifications<\/a> to your customer<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14836\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-12.39.35-PM.png\" alt=\"\" width=\"850\" height=\"273\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-12.39.35-PM.png 2878w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-12.39.35-PM-300x97.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-12.39.35-PM-768x247.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-12.39.35-PM-1024x329.png 1024w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/>\n<\/span><\/li>\n<li><span style=\"font-weight: 400;\"><a href=\"https:\/\/support.loginextsolutions.com\/index.php\/2018\/06\/21\/add-customer\/\">Add<\/a> customers using the Add Customer form or Excel import.<\/span><\/li>\n<li>View the number of addresses linked with the customer.<\/li>\n<li><span style=\"font-weight: 400;\">Download the Customer Report<\/span><span style=\"font-weight: 400;\"><span style=\"font-weight: 400;\"><br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-19547\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/kHpOguw7lXqcZ42xdTSaGW9MKo_ddJUDP5ddV88P7izVPOQb4Y2aqb2lvOjEPycsCAygImmnC8Y0k5cr8b3PzofeyW2QvCaJvz5BzzuCPcnnPKUTONyVxtSql8we-copy.png\" alt=\"\" width=\"850\" height=\"224\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/kHpOguw7lXqcZ42xdTSaGW9MKo_ddJUDP5ddV88P7izVPOQb4Y2aqb2lvOjEPycsCAygImmnC8Y0k5cr8b3PzofeyW2QvCaJvz5BzzuCPcnnPKUTONyVxtSql8we-copy.png 1600w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/kHpOguw7lXqcZ42xdTSaGW9MKo_ddJUDP5ddV88P7izVPOQb4Y2aqb2lvOjEPycsCAygImmnC8Y0k5cr8b3PzofeyW2QvCaJvz5BzzuCPcnnPKUTONyVxtSql8we-copy-300x79.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/kHpOguw7lXqcZ42xdTSaGW9MKo_ddJUDP5ddV88P7izVPOQb4Y2aqb2lvOjEPycsCAygImmnC8Y0k5cr8b3PzofeyW2QvCaJvz5BzzuCPcnnPKUTONyVxtSql8we-copy-1024x269.png 1024w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/kHpOguw7lXqcZ42xdTSaGW9MKo_ddJUDP5ddV88P7izVPOQb4Y2aqb2lvOjEPycsCAygImmnC8Y0k5cr8b3PzofeyW2QvCaJvz5BzzuCPcnnPKUTONyVxtSql8we-copy-768x202.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/kHpOguw7lXqcZ42xdTSaGW9MKo_ddJUDP5ddV88P7izVPOQb4Y2aqb2lvOjEPycsCAygImmnC8Y0k5cr8b3PzofeyW2QvCaJvz5BzzuCPcnnPKUTONyVxtSql8we-copy-1536x404.png 1536w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/>\n<\/span><\/span><\/li>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ol>\n<h4><b style=\"color: inherit; font-size: 18px;\">Restructuring the List View<\/b><\/h4>\n<p><span style=\"font-weight: 400;\">You can perform the following functions on the Customer List View:<\/span><\/p>\n<ol>\n<li><span style=\"font-weight: 400;\">Select columns: Click the vertical ellipsis icon located on the right of the action buttons to select the columns that you want to see in the list view. You can either \u2018Apply\u2019 them for now or \u2018Save &amp; Apply\u2019 them so that only your selected columns are displayed in the list view every time you visit the page.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Refresh: Use the refresh icon located on the right of the action buttons to refresh the list.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14838\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.16.00-PM.png\" alt=\"\" width=\"450\" height=\"266\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.16.00-PM.png 1290w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.16.00-PM-300x177.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.16.00-PM-768x454.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.16.00-PM-1024x605.png 1024w\" sizes=\"(max-width: 450px) 100vw, 450px\" \/><br \/>\n<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Sort: Click the arrow next to a column name and select the option \u2018Sort Ascending\u2019 or \u2018Sort Descending\u2019 to arrange the results in an ascending\/descending order.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Pin a column to left\/right: Click the arrow next to a column name and select the option \u2018Pin Left\u2019 or \u2018Pin Right\u2019 to pin the column to the extreme left\/right of the table.<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Hide a column: Click the arrow next to a column name and select the option \u2018Hide Column\u2019 to hide a column from the table.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14839\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.18.20-PM.png\" alt=\"\" width=\"850\" height=\"209\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.18.20-PM.png 2874w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.18.20-PM-300x74.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.18.20-PM-768x189.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.18.20-PM-1024x252.png 1024w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/>\n<\/span><\/li>\n<li><span style=\"font-weight: 400;\">Resize columns: From the column header row, click the border separating any two columns and drag-drop to resize the column width.<br \/>\n<img loading=\"lazy\" decoding=\"async\" class=\"alignnone wp-image-14840\" src=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.20.22-PM.png\" alt=\"\" width=\"850\" height=\"138\" srcset=\"https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.20.22-PM.png 2880w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.20.22-PM-300x49.png 300w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.20.22-PM-768x124.png 768w, https:\/\/support.loginextsolutions.com\/wp-content\/uploads\/Screenshot-2023-08-22-at-1.20.22-PM-1024x166.png 1024w\" sizes=\"(max-width: 850px) 100vw, 850px\" \/><br \/>\n<\/span><b>Note: <\/b>Once a customer is created in the system, you would not be able to delete them. You can change the customer status to \u2018Inactive\u2019 if the customer no longer uses your services. Once the customer is marked as \u2018Inactive\u2019, while creating the order, you would be able to search that customer but the remaining customer information would not be auto-filled. <span style=\"font-weight: 400;\">You can go back and again change the customer status in case you want to start using the customer again.\u00a0<\/span><\/li>\n<li style=\"list-style-type: none;\"><\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"<p>Download PDF Desktop\/Laptop Mobile App The Customer List View displays the customers that you have added, along with their details. To access the list view, go to Customers &gt; All Customers. Searching a Customer There are several ways to search &hellip; <a href=\"https:\/\/support.loginextsolutions.com\/index.php\/2018\/06\/21\/customer-master\/\">Continued<\/a><\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_bbp_topic_count":0,"_bbp_reply_count":0,"_bbp_total_topic_count":0,"_bbp_total_reply_count":0,"_bbp_voice_count":0,"_bbp_anonymous_reply_count":0,"_bbp_topic_count_hidden":0,"_bbp_reply_count_hidden":0,"_bbp_forum_subforum_count":0,"footnotes":""},"categories":[],"tags":[981,3020,3019,3018,3017,3014,3011,3010,984,983,982,799,980,851,849,848,847,846,845,844,843],"_links":{"self":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/5969"}],"collection":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/users\/8"}],"replies":[{"embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/comments?post=5969"}],"version-history":[{"count":50,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/5969\/revisions"}],"predecessor-version":[{"id":27292,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/posts\/5969\/revisions\/27292"}],"wp:attachment":[{"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/media?parent=5969"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/categories?post=5969"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.loginextsolutions.com\/index.php\/wp-json\/wp\/v2\/tags?post=5969"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}