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Version 1.0
Created: 4 July 2024
Updated: 4 July 2024

Customer List

Customer List displays detailed information about all customers, including sequence numbers, names, company affiliations, addresses, and phone numbers. It allows users to manage and access customer data efficiently.

Navigate to the section by clicking it.

• Quick Search
  
• Add New Customer
  
• Refresh
  
• Default Columns
  
• Filter
  
• Favourite Filter
  
• Export
  
  
  

1. At the desktop’s navigation bar, go to Business Management > Customer List.
   Open Customer List Here: https://system.caction.com/customers
   

   

   
   

   Quick Search

2. Click on “Filter Table Record” to search for customer or company name.

   

3. Enter the customer or company name and press “Enter”.

   

4. The list has been filtered successfully.

   

5. Click the “Blue Arrow” button to open the customer detail page.

   

   
   

   Add New Customer

6. Click on the “+” button to add a new customer.

   

   
   

   Refresh

7. Click on the “Refresh” button to get the latest information.

   

   
   

   Default Columns

8. Click “Default Columns”.

   

9. Click “+ Create”.

   

10. Select the columns you want to display.

    

11. Click to scroll down.

    

12. Tick “Asset Split” if you want to display the asset separately.

    

13. Click “Save”.

    

14. Click “Column Group 2”.

    

15. Click the “pencil” icon to edit the default column’s name. *Note: The “Gear” icon is to change columns selected for that display.

    

16. Enter the name of the default column.

    

17. Click the “tick” icon to save the name.

    

18. The “Default Column” has been saved successfully.

    

    
    

    Filter

19. Click “Filter Table Record” to filter the customer.

    

20. Select the filter group you want.

    

21. Select the filter variable.

    

22. Select the operator you want to apply.

    Operator	Definition
    Contain	The result will show all relevant results based on the filter values. (Not consider capital letter and small letter, recommend to use it if you are not remember the exact customer name.)
    Not Contain	The results will show all relevant results except the selected filter values. (Not consider capital letter and small letter.)
    Equal	The results will only show exact the same based on the filter value (Consider capital letter and small letter, recommend to use it if you remember the exact customer name.)
    Not Equal	The results will only show except the exact filter value. (Consider capital letter and small letter.)

    

    \

23. For example, enter the customer name to filter.

    

24. After typing the value, press “Enter”.

    

25. The result will be shown as below.

    

    
    

    Favourite Filter

26. Click “Favourite Filter” if you want to add a favourite filter.

    

27. Click “+ Add”.

    

28. Enter the name of the favourite filter.

    

29. Click on the “Save” button and the favourite filter has been saved successfully.

    

30. Click “Favourite Filter”.

    

31. Click on the icon beside the favourite filter to have more actions.

    Icon	Description
    Global	Enable the usage for all users in the system.
    Share	Share the link with other users and paste it into the label name.
    Edit	Edit the name of the favourite filter.
    Delete	Delete the favourite filter.

    

32. Click “Default Filter” if you want to set a default filter.

    

33. Select the favourite filter you want to set as the default filter.

    

34. Default filter has been set successfully and it will apply automatically when you enter this page.

    

35. Click “Clear All” if you want to clear all the filter applied.

    

    
    

    Export

36. Click “Export” button if you want to export the customer list.

    

37. Select the export options to export the customer list.

    

    
    
    
    

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