Filtering customers

Customer filters describe purchasing behavior, not just contact details. They let you select a specific group from the database.

Step by step

1. Go to Orders → Customers.
2. Click the funnel icon to the right of search. The filter panel expands below the toolbar. The button has no label; identify it by the funnel and the red count of active filters.
3. Fill in the conditions you need. Available fields are listed below.
4. There is no Apply button—each field change recalculates the results immediately. Filtering is server-side, so it covers the entire database, not only the loaded page.
5. Check the badges above the list. Each applied condition gets its own badge, for example Min. orders: 3. The X on a badge removes that condition.
6. To start over, click Clear all next to the badges. This button appears only when a filter is active.
7. If you will return to this combination, save it as a view (Customer list).

Available conditions

• Country
• Type — B2B or B2C
• Order activity — With orders or Without orders; the first option excludes contacts who have never purchased anything
• Min. orders / Max. orders — number of times the customer has purchased
• Min. spent / Max. spent — total purchase value
• Balance from / Balance to — account balance
• Refunds — With refunds or Without refunds
• Last order from / Last order to — when the customer last made a purchase

Common uses

• Inactive customers: set Last order to to a date six months ago and Min. orders to 1.
• Most valuable customers: set a high Min. spent.
• Customers with issues: select With refunds and a low order count.

Clear all removes all conditions at once.

Filtering is server-side, so results cover the entire customer database, not just the loaded page.