Work with the customer list

The customer list shows everything about your customers in one table. It is built for finding a group of customers quickly and acting on them together.

Key figures

Above the table you see Total customers, New this month, App / portal active, Open amounts and Inactive. Select a figure to filter the table by it.

Name and Company

For a company, Name shows the contact person and Company shows the company name. For an individual, Company shows a dash. Search, sorting and export use both columns. The Customer no. column is narrow on purpose.

Search, filters and views

• One toolbar holds Search customers, Group (searchable, several at once), Portal / App status, Filter, Saved views, Columns and Export.
• Select Save current view to keep a combination for yourself.
• On a phone the table turns into cards.

The Portal / App column

One cell per contact tells you where they stand.

• Active with the last sign-in date.
• Invited on a date, with Send again.
• Invite, with Send by email or Show QR code.
• Email missing, with Add email.
• Portal off, with a link to the customer area settings.

Bulk actions

Tick rows and a bar appears: Invite selected, Assign group, Remove group and More actions. Customers without an e-mail address are skipped and named. Nobody is invited twice within 24 hours.

More on a row opens the customer, the contacts, Log in as customer, Send email and Delete. For inactive customers it also offers Follow up as lead.