How to find a customer, filter the list or export it

Name: Arkon One: How to find a customer, filter the list or export it
Duration: 62 s
Description: How to find a customer, filter the list or export it. A step-by-step walkthrough of the screens, buttons and fields involved.

Next lesson: How to edit a customer, and where can I see what was changed →

How to find a customer, filter the list or export it. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

Open Customers.
Type in the search box (it matches company name, account number, accounts email and city).
Narrow the list with Customer type, County, Status and Credit hold, then press Filter.
To export the filtered list press Export and choose CSV, Excel (.xlsx) or PDF.

Tip

The list shows balance, overdue amount and active jobs for each customer, and a red Credit hold badge where one applies.

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