See and browse all your customers
The Customers page opens with active customer accounts. Use the Active, Inactive, and All filters above the table to switch between current customers, inactive customers, or every customer account. Each row shows the customer's Name, Notes, Status, and Created At. Status shows Inactive for inactive customers and stays blank for active customers. Click a column header to sort (the list opens sorted by Name), and click a row to open that customer.
After a second office is added in Business Profile, an Office column sits between Name and Notes. It shows which location (or locations) the customer's work runs out of; records without an additional-office assignment show Main office. See Create offices to organize your locations.
On an individual customer, the Properties tab also gains an Office column. It shows each property's effective office, including a property-specific override or the office inherited from the customer.
The New Customer button in the top right adds one. The "..." menu next to it exports the customer list currently selected: active customers, inactive customers, or all customers. The export action's label matches the selected filter. Click the magnifying glass above the table to search customer names, notes, or other table details across all pages. Search works together with the status filters. Learn about table search.
Where to find it: Customers page (main navigation, Customers)
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