customers

Is it possible to view only a particular set of customers in the Customers module?

Yes, you can view a particular set of customers alone in the Customers module’s list view by changing the current view filter or by creating a custom view filter.

Here’s how:

  • Go to the Customers module from the left sidebar.
  • Click the view filter dropdown.
  • Select a view filter.

If the default view filters do not suit your purposes, you can create a custom view. Here’s how:

  • Go to the Customers module from the left sidebar.
  • Click the view filter dropdown.
  • Click + New Custom View.

Here, you’ll be able to define the criteria for the custom view, as well as choose which user roles to share it with.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
zoho subscriptions

Uncomplicate Subscription Billing for your business.