Filter & Search among your Customers
In this article, we will cover the following:
- How to filter customers by country and type
- How to search customers by name
Let's get started!
To access your customers, go to Customers (1) in the main menu.
Filters
The filters can be used individually or combined. Below is the definition of each filter:
- Type
Here you can filter customers based on their 'type:
- Consumer - see only end customers, who have placed orders on your webshop(s)
- Business - see only business customers, whom you have created orders for
- Distributor - see only distributor customers
- Wholesale - see only business customers that was invited to b2b webshop by you
- Country
Here you can filter customers based on country.
If you need to clear out any filter selected, click on the cross (x) next to the individual filter. If you want to clear all filters click on the text Clear filters.
- Consent
You can filter customers based on the type of consent they have provided:
-
B2B Marketing Consent: Displays all B2B customers who have opted in to receive marketing communications.
-
Newsletter: Displays all B2C customers who have opted in to receive newsletters.
-
None: Displays all customers who have not provided any consent, allowing you to identify those who have not opted in to any communications.
Sort
You can sort customers by any column in the customer table. Click on the column header to sort in ascending or descending order. This makes it easier to organize and find the customers you need. You can also combine sorting with filters for more precise results.
Search
Use the search option when you need to quickly find a customer. For this just start entering the name of the customer into the search filed and press Enter on your keyboard.