Customer List

Browse and search the customer master file. Click on a row to open the customer record, or add a new customer from the toolbar.

Search Options

Code or Name	Search across both CustomerCode and CustomerName fields simultaneously. This is the default search mode.
Code	Search by CustomerCode only.
Name	Search by CustomerName only.

Note: Inactive customers are automatically excluded from search results. To see them, clear the search and use the Inactive filter.

Customer Code	The unique identifier for the customer. Click to open the customer record.
Customer Name	The customer's name.
Sales Area Code	The sales area assigned to the customer.
Sales Person Code	The sales person assigned to the customer.
Address 1, 2, 3	The customer's main address lines.

Note: Inactive customers are visually distinguished in the grid with a different row style.

Customer Code	Filter by a range of customer codes (from/to).
Customer Group Code	Filter by customer group.
Sales Person Code	Filter by sales person.
Sales Area Code	Filter by sales area.
Category 1	Filter by customer category 1.
Category 2	Filter by customer category 2.
Currency Code	Filter by currency.
Branch Code	Filter by branch. Saturn only — not available in Mercury.
Department Code	Filter by department. Saturn only — not available in Mercury.
Inactive	Filter to show or hide inactive customers.

Add Customer Opens the Customer Maintenance page in new record mode.
Click Row Opens the customer record for viewing or editing.
Open The Open button in each row's actions column opens that customer record. The same menu also offers opening the record in a new browser tab.
Manage Named Lists Available from the Actions overflow menu. Opens a dialog to create, rename, and delete saved customer lists.

Tick one or more rows to reveal the selection toolbar with these bulk actions.

Email Sends the selected customers to the Customer Batch Email screen, pre-filling its recipient list. Only shown when you have the customer batch-email permission.
Add to List Adds the selected customers to an existing named list, or creates a new list from them.