Customer List View
The Customer List view displays every customer in your database. A 'customer' in PSA is the main record that phone numbers, email addresses, contacts, tickets, etc. are created against.
| Customers can be managed in both Rev.io PSA and Rev.io Billing. See the Managing Customers in Rev.io Billing for Use in Rev.io PSA article for more information. |
| Fields shown in the list view can vary based on the data entered on record creation. If a field is left blank or a column is hidden using the Arrange columns option, it will not appear in the list view. |
Each field on the Customer List view is defined below.
| No. | Label | Definition |
| 1 | Customer ID | Numerical identifier for the customer in your database. This field is unique to Rev.io PSA and is NOT tied to Rev.io ID or Account Number in Rev.io Billing. |
| 2 | Customer Name | Name of the customer's company. |
| 3 | Status | Status of the customer. Status options include Open (green), Pending (blue), Prospect (blue), and Closed (red). |
| 4 | Identity | Identity of the customer. Identity options include Business and Residential. |
| 5 | Primary Contact | Main point of contact at the customer's company. |
| 6 | Address | Address for the customer. |
These actions are available on the Customer List view.
- Add a new customer by clicking the New Customer button at the top of the screen. See the Add/Edit Customers article for more information.
- Search the customers displayed on this view by selecting a column from the dropdown above the grid and entering text in the Filter customers field. The list view updates to display records matching your search in the column you selected.
- Filter the customers displayed on this view by clicking the Filter button above the grid and unchecking the Hide Closed Customers option. The list view hides customers with a Closed Status by default so you can focus on the customers that need your attention most. Unchecking this option shows all customers in the list view, regardless of their status.
- Customize which columns display in the list view and the order in which they display by clicking the Arrange button and making the desired changes. See the Arrange Columns article for more information.
- Sort the results in the table by clicking the column label in the table header.
- View more details for the customer by clicking the links in the Customer ID/Customer Name columns, the row, or the ellipsis at the end of the row and selecting Info from the menu. See the Customer Profile article for more information.