---
title: "Customer List View"
url: "https://help.psarev.io/en/article/customer-list-view"
language: "en"
last_updated: "2026-07-13T12:50:09.647Z"
---

# Customer List View

The Customer List View displays every customer in your database. A customer in Rev.io is the main record that phone numbers, email addresses, contacts, tickets, and other activity are created against. The Customer List View is accessible by clicking **Customers** in the sidebar.

![](https://cdn-assets.productfruits.com/781af452-7a63-403c-81ca-0005d9a94166)

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 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 | **Account Type** | *Type of the customer account. Account Type options include Standard, Parent, and Child.* |
| 5 | **Identity** | *Identity of the customer. Identity options include Business and Residential.* |
| 6 | **Primary Contact** | *Main point of contact at the customer's company.* |
| 7 | **Tags** | *Tags associated with the customer account.* |
| 8 | **Address** | *Address for the customer.* |
| 9 | **Primary Phone** | *Primary phone number for the customer account.* |

These actions are available on the Customer List view.

-   Add a new customer by clicking the **Add Customer** button at the top of the screen. See the [Add/Edit Customers](https://help.psarev.io/en/article/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 **Search** 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 selecting options from the **Account Type**, **Identity**, **Bill Profile**, and/or **Timeframe** dropdowns. The list view updates to display only records matching your filters. 
-   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](https://help.psarev.io/en/article/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. Start with the [Customer Profile: Header](https://help.psarev.io/en/article/customer-profile-header) article for more information.
-   Edit a customer by clicking the menu at the end of the row and selecting **Edit** from the menu options.