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:
💡 Tip: If certain fields don't appear for you, it may be due to limitations in your subscription plan or your user role.
🖥️ 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
🔍 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
💡 Tip: Filters can be saved and set as default for quicker access in future sessions.