Customer Search & Filters
The customers list page provides comprehensive search and filtering.
Keyword search
Section titled “Keyword search”Type in the search bar to find customers by name. Results update as you type with a debounce.
Filters
Section titled “Filters”Open the filter sheet to narrow down results:
Contact type
Section titled “Contact type”Filter by:
- Customer
- Vendor
- Lead
Status
Section titled “Status”- Deleted — Show deleted contacts
- Not deleted — Show active contacts
Lock status
Section titled “Lock status”- Locked — Show locked contacts
- Not locked — Show unlocked contacts
Select one or more tags. Only customers with all selected tags are shown. Each tag displays its color dot for easy identification.
Strikes
Section titled “Strikes”Use an operator (less than, equal, greater than, etc.) with a value to filter by strike count. For example: “strikes > 0” to find customers with any strikes.
Appointments
Section titled “Appointments”Same operator-based filter for appointment count.
Contracts
Section titled “Contracts”Same operator-based filter for contract count.
Revenue range
Section titled “Revenue range”- Minimum revenue — Only customers above this revenue amount
- Maximum revenue — Only customers below this revenue amount
Expected revenue range
Section titled “Expected revenue range”Same as revenue but for pending/expected amounts.
Sorting
Section titled “Sorting”Sort results by:
- Full name
- First name
- Last name
- Creation date
In ascending or descending order.
Pagination
Section titled “Pagination”The list loads 20 customers at a time with offline-first loading — Hive cache is read first, then server results are reconciled.