As with many lists in Auxo Workshop, you can customise the columns displayed on the Customer List. Click Columns (top-right of the list) to toggle columns on or off.
Here is a reference of all available fields:
š” Tip: If certain fields don't appear for you, it may be due to limitations in your subscription plan or your user role.
š„ļø Column Reference
Customer
Customer Name: Name of the customer
Mobile No.: Customer mobile number
Phone No.: Customer phone number
Email Address: Customer email address
Billing Address: Customer billing address
Delivery Address: Customer delivery address
Terms of Payment: The customer's payment terms
GST Rate: The GST/tax rate assigned to the customer. This field may be labelled differently depending on your region
Marketing Preference: The customer's marketing preference setting
Group: The customer group the customer is assigned to
Discount: The global discount assigned to the customer
Status: Whether the customer is Active or Archived
Account Number: The customer's account number
Total Spend: The total amount invoiced to the customer
Outstanding Balance: The customer's current outstanding balance across all invoices
Create Date: The date the customer record was created
Last Invoice Date: The date of the customer's most recent invoice. Blank if no invoice exists for the customer
Last Contact Date: The date of the customer's most recent outbound email or SMS. Inbound messages aren't included, and the field is blank if no outbound contact exists
š Searching the Customer List
Type in the Search box to find customers by name, business name, mobile or phone number, or email address. The best matches are listed first:
Names that start with your search: first name, last name, full name or business name (for example "smi" finds Smithfield Motors and Denise Smithers)
Contact details that start with your search: mobile, phone or email address (for example "021" finds mobile numbers starting 021)
Everything else that matches: a name or contact detail that contains your search anywhere (for example "smi" inside Goldsmith)
Customers in the same group are sorted by name.
One-letter searches only find names that start with that letter.
Clicking a column heading sorts the list by that column instead.
The same order is used when you pick a customer elsewhere in Auxo Workshop, such as when changing the customer on a job.
š Filters
Primary filters
Terms of Payment: Select from your configured payment terms
Customer Type: Filter by
BusinessorPersonalStatus: Filter by
ActiveorArchivedGroup: Select one or more customer groups
More filters
GST Rate: Select from the GST rates available in your region
Marketing Preferences: Filter by
Accepts MarketingorNo Marketing
š” Tip: Filters can be saved and set as default for quicker access in future sessions.