In this guide, you will learn how to manage and use the Netvisor customer listing view. The guide covers basic and advanced search, customer group management, customer-specific functions, and editing and expanding the customer register.
You can access the customer listing as follows: Sales > Customers > Customer listing. After this, the Customer listing view will open.
Basic search
Customers can be searched by name, customer code, or business ID. It is not necessary to use the full name in the search, for example, you can search based on 3 letters. The "Search" button will display all customers.
The basic search can be refined from the dropdown menu on the right side of the search field. One or more search terms are selected from the dropdown menu, after which customers matching the search are listed. The search criteria are included in the search when the search window is open. If the window is closed, the basic search works without separate search factors.
Advanced search
Based on the search, desired information or search combinations can be searched. For example, in the image below, all customers from the private customer group whose postal location is Lappeenranta have been searched.
"+" and "-" buttons add more fields to the search, meaning you can search from multiple customer groups at the same time.
"Remove search criteria": Removes all information from the search.
"Clear search criteria": Clears the search data but leaves the search fields visible.
"Save changes": The search can be saved for later use. In this case, the search must be given a name.
Once the desired criteria have been given, you can perform the search with the "Save and search" button.
The saved search will appear next to the advanced search. By clicking the name, you can view the search again. It can also be edited, copied, or deleted from the downward triangle once the search has been made.
"Show columns":
This allows you to define what information you want to display in the customer listing. Check the desired information to be visible and finally press the "Update view" button. The customer listing now shows the desired information in the listing. The listing can include, for example, billing history, which shows the number and total amount of invoices. By clicking on these, the list can also be transferred to Excel.
"Group by":
This allows you to define the basis for grouping the listing. By default, there is no grouping.
"Save as Excel file":
If desired, the search result can be exported to Excel.
Row-specific action buttons
This button allows you to handle an individual customer.
"Customer listing functions":
Through this menu, it is possible to select the desired action for multiple customers at once.
The function "Search e-invoice address" retrieves the customer's e-invoice address from the public e-invoice directory if there is no e-invoice address on the customer card. If there is an e-invoice address on the customer card, the search will result in "No updates needed".
"Delete selected customers": The function is limited to processing a maximum of 5,000 customers at a time.
"Update customer codes" - This function allows you to run the customer number in bulk for all or selected customer cards or customer cards that lack a customer number. The customer number will then be formed as a running number from the desired number onwards.
Billing history
Under this heading, it is possible to view the customer's offer/order/invoice history for the desired time period.
Customer group management (1) and Add new customer (2) buttons can be found in the upper right corner of the Customer listing view.
Customer group management -In this function, customer groups are managed, existing ones are edited, and new ones are added.
Add new customer" -This function adds a new customer to the customer register.
There is a separate guide for the customer card and its functions here.
Keywords: Customer listing, customer search, customer groups, customer information
This article has been translated using an AI-based translation tool.
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