Customers
Your customer base, at your fingertips
Search, filter, and act on customer records with the powerful search and find features. See order, quotes and event history.
Every customer in one place. Contact details, order history, outstanding invoices, and upcoming events—visible in seconds.
- Search by name, company, phone, email, or customer number
- Filter active customers, archived accounts, or birthdays this month
- Inline indicators for outstanding invoices and upcoming orders
- Click any row to open the full customer record—addresses, notes, order history
- Select multiple customers for bulk edits or export
You already know who orders weekly and who hasn't called in months. The customer list makes that knowledge searchable. Type a name, company, or phone number. Filter by active customers, archived accounts, or birthdays this month. The list shows who has open invoices and which orders are coming up next.
Your team sees the same data. Sales knows when a customer last ordered. Accounting sees who owes what. Kitchen managers see delivery preferences tied to each address.
No more spreadsheets. No more asking around. The list updates as you work.
Who benefits
Business owner
You see your entire customer base and who drives revenue. Filter by activity to spot dormant accounts worth reaching out to.
Sales / account manager
You find the right customer record in seconds, even mid-call. Order history and payment terms are right there when you need them.
Accounting
You identify customers with outstanding invoices without exporting reports. The list shows what's owed at a glance.
Kitchen manager
You check delivery addresses and recurring order patterns. Filter by upcoming orders to plan logistics.