Why It Matters
As your customer list grows, scrolling through hundreds of records to find the ones you need becomes slow and error-prone. Filtering lets you instantly separate active customers from inactive ones, useful for outreach, renewals, or cleanup tasks.
What You Need
Access to the Customers section from the main menu
Basic user permissions to view and use the filter dropdowns (Status and Sales Rep filters are available by default)
Admin-level access to "Users and Roles" if you need to enable the Customer Name reassignment checkbox (this is permission-gated and not visible to all users)
Step-by-step Instructions:
Filter Customers by Status
Step 1: Go to “Customers” from the main menu.
Step 2: Click the “Filter by Status” dropdown and choose from the following options:
All: View all customers.
Enabled: View only active (enabled) customers.
Disabled: View only inactive (disabled) customers.
Filter Customers by Sales Rep
You can also view customers assigned to a specific sales representative.
Step 1: Go to “Customers” from the main menu.
Step 2: Click the “Filter by Sales Rep” dropdown and select the desired sales representative to view their assigned customers.
Note: The Customer Name checkbox is permission-based.
To make the checkbox visible, follow the steps below:
Step 1: From the main menu, go to “Users and Roles” and select “User Profiles” from the dropdown.
Step 2: Select the user profile of your choice and click the “View Detail” icon.
Step 3: Scroll to find “Customers”.
Step 4: Locate “Re-assign User in Customer” and turn the toggle on.
Pro Tip
Combine both filters strategically; for example, filter by a specific Sales Rep first, then narrow further by "Enabled" status to see only their currently active accounts. This is a fast way to prep for a rep's pipeline review without manually cross-referencing two separate reports.
Troubleshooting
Issue | Likely Cause | Fix |
"Filter by Sales Rep" dropdown is empty | No sales reps have been added/assigned in the system | Check "Users and Roles" to confirm reps exist and are linked to customer accounts |
Customer Name checkbox isn't visible | Permission not enabled for that user profile | Go to Users and Roles → User Profiles → View Detail → Customers → toggle on "Re-assign User in Customer" |
Filtered list shows unexpected results | Multiple filters applied simultaneously (Status + Sales Rep) | Clear filters and reapply one at a time to isolate the issue |
Changes to permissions aren't taking effect | User is still logged into an old session | Have the user log out and back in after the toggle is updated |
5. Real-Life Case
Scenario: A sales manager needs to check in with a rep, Sarah, before her weekly client calls. Instead of scrolling through the full customer database, she:
Goes to Customers → Filter by Sales Rep → selects "Sarah"
Then applies Filter by Status → "Enabled" to exclude any inactive accounts
Change Log
Date | Change |
1st September 2026 | Article rewritten for better understanding and contractor-friendly tone |