Customer Directory: Sorting Filters

Prerequisites: 

• The Customer 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).

If you'd like to filter your customers based on country, then you can do so using the Countries button. Just click on that to reveal a dropdown menu of all the countries from which you have a customer. Make your selection to filter the list of results.  

Another way to filter your customer list is by name. Click on the Customer A-Z button to open a dropdown list of the alphabet letters. Any letter you choose corresponds to the first letter of the customer's first name. In the image below, we selected the letter 'D'.  

The type drop-down menu enables you to filter your view to display all profile types or just the claimed/unclaimed accounts. Remember, a customer profile is created when the customer makes a booking on your system.

If they then choose to create a customer account, then that profile becomes claimed. Switching this view enables you to see which customers have taken the step of creating an account.

The final way to filter your customer list is to search by name. You can enter the first or last name as both find the result you're looking for. Type in the name, hit 'enter', and the list is 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.

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