# Customer List (https://docs.carlio.app/docs/customers/find-and-filter-customers)

Search, filter and sort the customer list, and find customers with a follow-up due



Use the customer list to find a buyer and to see which customers need a call.

**Requirements:** **Customer Directory Access**. The **Partner** column needs **Partner Directory Access**.

## Steps [#steps]

1. Select **[Customers](https://carlio.app/dashboard/customers)** in the sidebar. The heading shows the number of customers.
2. Enter text in the search box. The box accepts a name, an email address, a phone number, a city or a country.
3. Select **Active** or **Archived** next to **Status**. The list shows active customers at first.
4. Select **In Country** or **Overseas** next to **Location**. The default is **Anywhere**.
5. Select **Follow-up due** to show only customers with a due follow-up.
6. Open the **Source** menu and select **Direct**, **Through a partner**, **Referral** or **Other**. The default is **Any source**.
7. Open the **Sort** menu and select an order.
8. Select **Clear** to remove the filters.
9. Select a customer to open the customer page.

On a narrow screen a **Filters** button replaces the controls. The panel offers the same choices and the button **Show results** closes it.

## Sort options [#sort-options]

| Option               | Order                              |
| -------------------- | ---------------------------------- |
| **Name (A–Z)**       | Alphabetical. This is the default. |
| **Name (Z–A)**       | Reverse alphabetical               |
| **Recently added**   | Newest customer first              |
| **Longest-standing** | Oldest customer first              |
| **Most purchases**   | Highest number of deals first      |
| **Fewest purchases** | Lowest number of deals first       |

The headers **Customer** and **Purchases** also sort the list when selected.

## Columns [#columns]

Select **Columns** to show or hide a column.

| Column        | Content                                                         |
| ------------- | --------------------------------------------------------------- |
| **Customer**  | The name, with a flag **Follow-up due** when a follow-up is due |
| **Type**      | **Individual** or **Company**. Hidden at first.                 |
| **Email**     | The email address                                               |
| **Phone**     | The phone number. Hidden at first.                              |
| **Location**  | The city and the country                                        |
| **Source**    | How the customer reached the dealership                         |
| **Partner**   | The sales partner who introduced the customer                   |
| **Purchases** | The number of deals of the customer                             |

## Notes [#notes]

* A follow-up is due when a note has a follow-up date that has passed and is not marked done.
* **In Country** includes customers without a country. **Overseas** needs a country that differs from the dealership country.
* The browser remembers the chosen columns for the next visit.
* The empty list shows **No Customers Yet**. A search or filter without results shows **No Customers Match**.
* The row menu offers **Open**, **Edit**, **Archive** or **Restore**, and **Delete**. See [Archive or delete a customer](/docs/customers/archive-or-delete-a-customer).