Find customers
Goal
Find, filter, and open customers from the Customers list.
Who it is for
Users with party.view. New customer needs party.create. Pencil Edit needs party.update. AR / balance columns need customer_profile.view.
Preconditions
- Core module parties (always on).
- Permission
party.view.
Steps
- Open Directory → Customers.
- Use Search customers… to match name, email, phone, tax ID, or reference.
- Filter Status: Active, Archived, or All.
- Review columns (customize via the column picker): Reference, Name, Email, Phone, Tax ID, Invoices, AR balance, Balance, Roles, Status, Updated.
- Click a row to open a side preview. Choose Open for the customer hub (archived customers stay on the list).
- Use the pencil to Edit in a modal (
party.update), or New customer to create.
Result
You locate the customer and open the hub or edit modal.
The list is a document workspace: queue tabs, search that applies when you choose Apply, and a side preview. Open goes to the full record when that page has one. Settings appears in the page actions when you can view that setup page.