The View Customers page is your central hub for accessing and managing all customer records in your account. This powerful interface provides a comprehensive overview of your customer base, allowing you to quickly locate specific customers, review their key details, and perform bulk actions across multiple records.

Whether you're looking to update customer information, analyze your customer base, or streamline daily sales operations, the View Customers page serves as an essential tool for maintaining strong customer relationships and efficient sales processes. This guide will show you how to navigate, filter, customize, and leverage all the features available on this page.

For an overview of the customers that exist in your account, from the main menu, go to Customers > View Customers.

At the top of the View Customers page, there are three function buttons available:

Import: Opens the Import/Export page for customers.
Export: Downloads the current view of the View Customers page in either a PDF, CSV, or XLSX format.
Add Customer: Opens the Add Customer page, allowing you to create a new customer from scratch.

Manage your view

By default, the View Customers page lists all non-obsolete customers that have been saved to your account.

Filter your customers

Use the filter fields available at the top of the View Customers page, described in the table below, to specify which customers should be displayed, making it easier for you to review and update the customers that need it.

View Customers filter fields	Description
Customer	A free text field that will filter by the customer's code or description.
Email Address	A free text field that will filter customers by their primary contact's email address.
Postal Code	A free text field that will filter customers by the postcode in their Postal or Physical address.
Customer Type	Use the drop-down menu to filter for customers with the selected Customer Type.
Obsolete	Use the drop-down menu to filter for customers that are obsolete, not obsolete, or either.

Customise the View Customers layout

The details that are displayed per customer in the View Customers page are determined by the column headers that are included in the page's grid layout.

View Customers' column headers

The columns displayed in the View Customers page provide an overview of the customers that exist in your account. The columns that are displayed by default in your View Customers page are described in the table below.

View Customers' column headers	Description
Action Cog	Use the tick boxes to select multiple customers from the same page and hover over the Action Cog icon in the header to choose an action: Obsolete Delete
Customer Code	Displays the customer's unique code.
Customer Name	Displays the customer's name.
Customer Type	Displays the Customer Type the customer is assigned.
Currency	Displays the customer's currency.
Website	Displays the website saved against the customer's primary contact.
Phone	Displays the customer's primary contact's phone number.
Mobile	Displays the customer's primary contact's mobile phone number.
Email Address	Displays the customer's primary contact's email address.
Action	Displays an action cog icon that allows you to select one of the following actions for the customer: Edit View in Xero Add Quote Add Order Add Credit Export Customer Contacts View Transactions Obsolete Delete

View Customers' Hidden Columns

There are additional columns you can display on the View Customers page, which can be found in the Show Toolbar tab's Hidden Column. Drag and drop the column header from the Hidden Columns pop-up window into your grid's layout to populate the column's detail per customer in your view. The default Hidden Columns available in the View Customers page are:

View Customers' hidden columns	Description
Contact First Name	Displays the customer's primary contact's first name.
Contact Last Name	Displays the customer's primary contact's last name.
Default Payment Terms	Displays the customer's Payment Term.
Last Order Date	Displays the Order Date from the customer's last completed Sales Order.
Obsolete	Indicates if the customer is obsolete or not with a tick or cross icon.
Physical Address Line 1	Displays the first line of the customer's physical address.
Physical Address Line 2	Displays the second line of the customer's physical address.
Physical City	Displays the city of the customer's physical address.
Physical Country	Displays the country of the customer's physical address.
Physical Post Code	Displays the post code of the customer's physical address.
Physical Region	Displays the region of the customer's physical address.
Physical Suburb	Displays the suburb of the customer's physical address.
Postal Address Line 1	Displays the first line of the customer's postal address.
Postal Address Line 2	Displays the second line of the customer's postal address.
Postal City	Displays the city of the customer's postal address.
Postal Country	Displays the country of the customer's postal address.
Postal Post Code	Displays the post code of the customer's postal address.
Postal Region	Displays the region of the customer's postal address.
Postal Suburb	Displays the suburb of the customer's postal address.
Sales Order Group	Displays the default Sales Order Group selected for the customer.
Sales Person	Displays the default Sales Person selected for the customer.
Sell Price Tier	Displays the name of the Sell Price Tier the customer is assigned.
Stop Credit	Indicates if Stop Credit has been turned on for the customer with a tick or cross icon.
Tax Rate	Displays the default tax rate that has been assigned to the customer, if they are taxable.
Taxable	Indicates if the customer is taxable with a tick or cross icon.

📌Note: Only the headers already displayed in the layout or the Hidden Columns list can be displayed in the View Customer page.

Manage custom layouts

Customize how the customer details are displayed by adjusting the column widths, dragging and dropping columns into their preferred position, and clicking on the header to sort the customers into ascending or descending order. You can also drag and drop column headers into the grey space above the other column headers to group customers by that column's detail, in an expandable format.

After customizing your column layout, save it for future use:

Click on the Show Toolbar tab.
Select New.
Enter a unique name for the new layout.
Click Add.

The layout will now be saved to your user profile, only available to select from the Show Toolbar's Grid Layout drop-down menu.

Edits can be made to your custom grid layout at any time; just click Save in the Show Toolbar options after you've made the necessary adjustments. Similarly, custom grid layouts can be removed by clicking Delete in the Show Toolbar tab.

Default grid layouts

Initially, whenever you navigate to the View Customers page, the default grid layout "None" will be displayed.

To make one of your own custom grid layouts the default view:

Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Default checkbox.
Click Save.

Share grid layouts

If you've created a grid layout that other users in your account would benefit from using, you can make it available to their user profiles too:

Click on the Show Toolbar tab.
Select the layout from the Grid Layout drop-down menu
Tick the Shared checkbox.
Click Save.

The layout will then be available to select from the Show Toolbar > Grid Layout menu when other users open the View Customers page.

🤓Tip: Shared layouts cannot be a default for another user's profile, but they can save the shared layout as a new layout in their own profile, then set that as their default. Bear in mind that any edits you make to your shared layout will not apply to their saved default version.

Manage customers from View Customers

Update customers and create orders for them directly from the View Customers page, using the bulk and individual action functions available.

Individual actions

Along each customer's row in the View Customers page, there's an action cog icon that displays a menu of actions, described in the table below, that you can apply to the customer.

View Customers individual actions	Description
Edit	Opens the customer's record.
View in Xero	Opens to the customer's primary contact in Xero.
Add Quote	Creates a new Sales Quote, in Draft status, for the customer.
Add Order	Creates a new Sales Order, in Parked status, for the customer.
Add Credit	Creates a new Free Credit, in Parked status, for the customer.
Export Customer Contacts	Downloads the customer's contacts into a CSV file.
View Transactions	Opens the Sales Enquiry, pre-filtered for the customer.
Obsolete	Updates the supplier to obsolete if the supplier has no open Sales Orders, Quotes, or Credits.
Delete	Deletes the customer from your account if no Sales Orders, Quotes, or Credits have been created for them.