Managing Customer Lists and Data
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      3. Managing Customer Lists and Data

      Searching, Sorting, Grouping, and Filtering Customers

      Use Grouping, Searching, Sorting, and Filtering to find the customer list you need


       

      Global Search

      You can use the global search box at the top left to search for almost anything in the software, based on what search subject you have to the right.

      Right now we are looking for customer items, which include Name, Company, Address, Email, Cust#, Phone, Type, and Title.

      If you switch the search item to job, you can search by Job Name, Site, or PO Number.

      If you switch the search item to site, you can search by Site Name, Address, Contact, Email, City, and District.

      If you switch the search item to Invoice you can search by Invoice Number.

       

      Column Search

      You can use the blank boxes below the columns in the listing screens to search by each column for information, be sure to click the far right 4x4 grid icon to make sure you have column searching flipped on.

      If displaying Column Searching Off, then this means the column searching has been turned on.

       

       

       

      Grouping

      To have the Column Grouping feature, Column grouping first needs to be enabled. You can confirm it is turned on by clicking the 4x4 grid icon at the top right of the listing:

      If it displays Column Grouping Off, column grouping has been enabled.

      Also, be sure to check the boxes of the columns you wish to see in the listing.

      Column grouping can occur by clicking a column and dragging it slightly up to the group by section. For example, the GIF below it demonstrates grouping by customer tag in the CRM listing.

      The Grouping feature can even group more than one item farther down as demonstrated:

      This example is grouping by sales rep then by City

      You also have the option to export this listing to excel (granted the person has export permission) by clicking the 4x4 grid.

       

      Sorting

      You can also sort by column alphabetically and reverse alphabetically by just clicking on the column:

      For example, right now it is sorting by city alphabetically

      And now it is sorting by reverse alphabetically

      Clicking the column one more time will get the arrow to disappear and remove the sorting function

      Filtering

      You can also use inline filtering to find the customers you are looking for. 

      In this video example we have grouped our customers by Sales Person and then by City. 

      Now we will look for customers with an Ad Source of Referral and can see there are 61 filtered customers. In comparison, if we filter for Ad Source Facebook, there are 24 filtered results.

      filtering