Skip to main content

Working with Customer information within the Customers Directory

Knowing what customer data is available at a glance helps your team respond faster and stay on top of every relationship. This article introduces the default columns in the Customers Directory and what each one means.

Learn what information is available to you by default in the Customers Directory.

Callout icon of a cap and certificate, indicating additional learning resources.

New to the Customers Directory? 

Read the first article in this series for an introduction to the Customers Directory feature.

 

Accessing the features mentioned in this article


Where can I find this feature using the top menu?

  • Customers > Directory
     

What more do I need to use this feature?

  • Admin or restricted permissions to View Customer List and Edit Customers.
     

Which Checkfront version supports this feature - classic items, classic products, or both?

  • This feature is available in both our classic versions: classic items (Inventory > Items) and classic products (Inventory > Products).  → Learn more about products

 

Default Customer information

Back to top

Customer list showing five entries with names, customer IDs, booking totals, status, location, and created dates in the Checkfront dashboard.

By default, the system displays the following Customer information:

 

Column Description
Customer The First Name, Last Name, and Email address of the Customer.
Customer ID A unique identifier for the Customer.
Bookings The total number of bookings attached to the Customer.
Total The total value of bookings attached to the Customer.
Last Booking The creation date of the Customer's most recent booking and its ID.
Last Login The date the Customer last logged in. Enabled Customer Accounts are required to see this column.
Status The status of the Customer. The statuses are Active, Blocked, or Archived.
Location The state/province and country of the Customer.
Created The date the system created the Customer Profile.

 

Callout icon of pencil indicating an important note.

Learn more about column display

  • You can customize the data columns displayed, including the display order. You can learn more here: Working with Customer Information within the Customers Directory.
  • You can sort data columns in ascending or descending order to help you isolate records.
  • The system does not support item parameters/product guest types as columns within this report.

 

Next Steps

The next article in this series covers editing columns in the Customers Directory.

 

 

< Filtering Customer records within the Customers Directory   |    Editing columns within the Customers Directory >