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Locate: Customers > Directory
- Admin permissions or restricted permissions to View Customer List and Edit Customers.
- The Customers Directory feature is available to both those using items (Inventory > Items), a key feature of our classic version of Checkfront, and those using products (Inventory > Products), a key feature of our newest version of Checkfront.
New to Checkfront - Products ✨
Products (Inventory > Products) is the successor feature to (Inventory > Items) and is available in our newest version of Checkfront.
Not yet on our newest version and interested in upgrading? Please contact our Technical Support team for more information.
Discover more product-related help articles here: Products (New).
In this article, we look at how to filter the Customers Directory by status, country, Customer first initial, profile type, and keyword search.
New to the Customers Directory and Customer Profiles? Be sure to read the first article in this series for an introduction!
Please read the full series of articles, accessed at the side and bottom of this page, to learn more about the full capabilities of the Customers Directory and Customer Profile features.
Status FilterBack to top
The Customer status filter enables you to display all Customers in your system, or only those who are either active, or archived. A Customer can be archived from within their profile and removed from your list of active Customers.
Country FilterBack to top
Do you need to filter your Customers based on country? Then, you can do so using the Countries filter. Just click on Countries to reveal a dropdown menu of all the countries from which you have a Customer. Make your selection to filter the list of results.
Customer A-ZBack to top
Another way to filter your Customers list is by name. Click on the Customer A-Z option to open a dropdown list of the alphabet letters. Any letter you choose corresponds to the first letter of the Customer's first name.
Profile TypeBack to top
The type drop-down menu enables you to filter your view to display all profile types, or just the claimed, or unclaimed accounts.
Remember, a Customer Profile is created when the Customer makes a booking on your system. A Customer Profile becomes claimed once the Customer chooses to create a Customer Account.
This filter enables you to see which Customers have taken the step of creating an account.
Searching For a CustomerBack to top
The final way to filter your Customers list is to Search Customers by name. You can enter the first or last name. Type in the name then enter on your keyboard, any matching results are displayed.
Locked Booking Statuses
If a new Customer creates a booking in your system and that booking status is not locked, then the new customer is added to your Customer Directory.
If you are experiencing issues with missing Customers in your directory, then double-check your booking statuses to make sure they are locked as expected.
In the next article in this series, we looking at accessing and managing Customer Profiles from the Customers Directory.