Learn how to access the edit columns modal and select columns for display.
New to the Customers Directory? Be sure to read the first article in this series for an introduction to this feature!
Accessing the features mentioned in this article
Where can I find this feature using the top menu?
- Customers > Directory > Columns
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 version using classic items (Inventory > Items) and our classic version using classic products (Inventory > Products). → Learn more about products
Accessing the edit columns modal
You can access the Columns modal from the top-right of the Customers Directory list to choose which columns to display and in what order.
Editing booking index columns
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Customers Directory table The Customers Directory table scrolls if the number of columns selected is more than the number that can be shown simultaneously, depending on your screen size and resolution. |
The following columns are available for use within the Customers Directory:
| 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 Customer Profile was created. |
| The email address of the Customer. | |
| Phone | The phone number of the Customer. |
| Address | The address of the Customer. |
| City | The city of the Customer. |
| Region | The state or province associated with the Customer. |
| Country | The country of the Customer. |
| Zip/Postal | The Zip/Postal code of the Customer. |
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Learn more about custom form fields This list includes any custom form fields you have added to your bookings. Learn more here: |
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Custom filtering the Customers Directory Do you need to filter the Customers Directory by custom columns/field values? You can export the Customers Directory to CSV and filter in a third-party program. Learn more here: |
The following article in this series looks at configuring data columns in the Customers Directory.
< Working with Customer information within the Customers Directory | Working with Customer information within the Customers Directory >