Find customers
Goal
Find, filter, and open customers from the Customers list.
Who it is for
Users with party.view. New customer needs party.create. Pencil Edit needs party.update. AR / balance columns (and sorting by them) need party.balance.view.
Preconditions
- Core module parties (always on).
- Permission
party.view.
Steps
- Open Directory → Customers.
- Use Search customers… to match name, email, phone, tax ID, or reference.
- Filter Status: Active, Archived, or All.
- Review columns (customize via the column picker): Reference, Name, Email, Phone, Tax ID, Invoices, AR balance, Balance, Roles, Status, Updated.
- Click a row to open a side preview. Choose Open for the customer hub (archived customers stay on the list).
- Use the pencil to Edit in a modal (
party.update), or New customer to create.
Result
You locate the customer and open the hub or edit modal.
The list is a document workspace: queue tabs, search that applies when you choose Apply, and a side preview. Open goes to the full record when that page has one. Settings appears in the page actions when you can view that setup page.
Save view keeps the current tab, filters, figure, columns and sort under a name. Saved views appear after the built-in tabs, are personal to you in this company, and follow you to other browsers. While a saved view is open you can Rename it or Delete view; after you change its filters or columns, Update view stores the change.