Viewing Customers

This guide explains how to navigate, filter, and browse customer records in the Support App.

Accessing the Customers List

1. Click Customers in the sidebar under the Ops section
2. The customers list loads with all customer records displayed

Understanding the Customers Grid

Filtering Customers

By Email

1. Click the Email column filter
2. Enter the email address (partial matches work)
3. Click Apply

By Merchant

1. Click the Merchant column filter
2. Select or search for a merchant
3. Click Apply

By Status

1. Click the Status column filter
2. Select Active or Suspended
3. Click Apply

By Wallet Address

1. Click the Wallet column filter
2. Enter the wallet address
3. Click Apply

By Date Range

1. Click the Created column filter
2. Select a date range
3. Click Apply

Using Global Search

If you have a customer identifier or email:

1. Press Ctrl/Cmd + K to open global search
2. Enter the Customer ID (starts with cust_) or email address
3. Click the result to go directly to the customer

Sorting Customers

Click any column header to sort:

• First click: Sort ascending (A-Z, oldest first)
• Second click: Sort descending (Z-A, newest first)

Viewing Customer Details

To view complete customer information:

1. Click anywhere on the customer row
2. The customer detail view opens

Finding a Customer's Payments

From the customer list:

1. Find and note the customer's email or ID
2. Go to the Payments section
3. Filter by customer email

Or from the customer detail view, navigate directly to their payments.

Quick Tips

✅ Tip

• Use global search if you have the customer email
• Filter by "Suspended" to see restricted customers
• Filter by merchant to see customers for a specific business

Permissions

All roles can view customer records. See Customers Overview for edit permissions by role.

Related Topics

• Customer Profile - Understanding customer information
• Transaction History - Viewing customer payments
• Internal Notes - Adding support notes