Filtering Customer records within the Customers Directory

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Learn how to filter the Customers Directory, including by status, country, Customer first initial, profile type, and keyword search.

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

 

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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 items version using classic items (Inventory > Items) and our classic products version using classic products (Inventory > Products).  → Learn more about products

 

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With the Customers Directory, you can filter Customers by status - All, Active, Archived, or Blocked.

You can only set a Customer to one of the following statuses at a time: Active, Archived, or Blocked.

You can archive or block a Customer from within their profile and remove them from your list of active Customers. 

 

Learn more about blocking Customers from booking with the Blocklist feature here: Blocking Customers based on email addresses from the Customer Profile via the Customers Directory

 

Would you like to filter your Customers based on country? You can do this using the Countries filter.

Click on Countries to reveal a dropdown menu of all the countries you have a Customer from. Make your selection to filter the list of results.  

 

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 matches the first letter of the Customer's first name. 

 

The Type dropdown menu lets you filter your view to display all profile types or claimed or unclaimed accounts if the Customer Accounts feature is enabled.

A Customer Profile is created when the Customer makes a booking on your system. The Customer Profile becomes claimed once the Customer creates a Customer Account.

This filter lets you see which Customers have taken the step of creating an account.

 

Learn more about Customer Accounts here: Introduction to Customer Accounts

 

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 it on your keyboard, and 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, the new Customer is not added to your Customers Directory. If you are having issues with missing Customers in your directory, please double-check your booking statuses to ensure they are locked as expected.

 

The following article in this series looks at accessing and managing Customer Profiles from the Customers Directory.

 

 

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< Intro to the Customers Directory and Profiles     |   Managing Profiles from the Customers Directory >

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