You can easily filter customers based on their status or assigned sales representative to quickly locate the records you need.
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.