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Customers List

List, search and manage all customers.

Each row shows the Onboarded At.

Pages routes

• /crm/customers — List, search and manage all customers. (this page)
• /crm/customers/create — Create a new customer.

What you can do here

How to delete a customer

1. Open the row actions menu on the customer and click Delete.
2. Confirm the deletion in the dialog — the customer is soft-deleted and can be restored.

How to restore a deleted customer

1. Set the deleted-records filter to Deleted only or All records to show recoverable records.
2. Open the row actions menu on the customer and click Restore.
3. Confirm in the dialog — the customer is active again.

How to view the change history of a customer

1. Open the row actions menu on the customer and click Audit history.
2. The version history of the customer will appear on the right sheet panel.

Columns

Column	Visible	Sortable	Filterable	Notes
UUID	no	yes	no
Code	no	yes	yes
First name	no	yes	yes
Last name	no	yes	yes
Company	no	yes	yes
Email	no	yes	yes
Phone	no	no	no
Status	no	yes	yes
Onboarded At	yes	yes	yes
Status reason	no	no	no
Address	no	no	no
City	no	yes	yes
State/Region	no	yes	yes
Country	no	yes	yes
ZIP	no	no	no
Onboarding time zone	no	yes	no

• The UUID column is hidden by default and can be sorted but not filtered.
• The Code column is hidden by default and can be sorted and filtered.
• The First name column is hidden by default and can be sorted and filtered.
• The Last name column is hidden by default and can be sorted and filtered.
• The Company column is hidden by default and can be sorted and filtered.
• The Email column is hidden by default and can be sorted and filtered.
• The Phone column is hidden by default and cannot be sorted or filtered.
• The Status column is hidden by default and can be sorted and filtered.
• The Onboarded At column is shown by default and can be sorted and filtered.
• The Status reason column is hidden by default and cannot be sorted or filtered.
• The Address column is hidden by default and cannot be sorted or filtered.
• The City column is hidden by default and can be sorted and filtered.
• The State/Region column is hidden by default and can be sorted and filtered.
• The Country column is hidden by default and can be sorted and filtered.
• The ZIP column is hidden by default and cannot be sorted or filtered.
• The Onboarding time zone column is hidden by default and can be sorted but not filtered.

Actions

Row actions

Action	Status	Permission	What it does	Require Step-Up Auth
create	DISABLED	customer.create.single	Creates a new customer	no
update	DISABLED	customer.update.single	Opens the customer for editing	no
delete	ENABLED	customer.delete.single	Marks the customer as deleted but keeps it so it can be restored	no
restore	ENABLED	customer.restore.single	Brings a soft-deleted customer back	no
purge	DISABLED	—	Removes the customer forever	no
audit history	ENABLED	customer.read.audit	Shows the change history of the customer	no

• Creating a new customer is not available on this page — if enabled, it would require the customer.create.single permission.
• Editing a customer is not available on this page — if enabled, it would require the customer.update.single permission.
• Soft-deleting a customer is available on this page — marks the customer as deleted but keeps it so it can be restored and it requires the customer.delete.single permission.
• Restoring a soft-deleted customer is available on this page — brings a soft-deleted customer back and it requires the customer.restore.single permission.
• Permanently deleting a customer is not available on this page — no permission is declared for it on customers.
• Viewing the change history of a customer is available on this page — every customer keeps a full version history and it requires the customer.read.audit permission.

Bulk actions

Action	Status	Permission	What it does	Require Step-Up Auth
delete	ENABLED	customer.delete.bulk	Marks the selected customers as deleted	no
restore	ENABLED	customer.restore.bulk	Restores the selected customers	no
duplicate	ENABLED	customer.duplicate.bulk	Duplicates the selected customers	no
export	ENABLED	customer.export	Exports the list	no

• Soft-deleting the selected customers is available on this page — marks the selected customers as deleted and it requires the customer.delete.bulk permission.
• Restoring the selected customers is available on this page — restores the selected customers and it requires the customer.restore.bulk permission.
• Duplicating the selected customers is available on this page — duplicates the selected customers and it requires the customer.duplicate.bulk permission.
• Exporting the list is available on this page — exports the list and it requires the customer.export permission.

Doc references

• Entities Crud