View and Filter the Customer List

The customer list gives you a searchable view of customer records available to your location or organization.

Open the list

1. From the main menu, select Review.
2. Select Customers.

Screenshot placeholder: Customer list with the location selector and search controls visible.

Choose the customer scope

If your organization has multiple locations, use the location option to choose what you want to view:

• Select the current location to focus on customers associated with that location.
• Select the entire organization to view customers across all authorized locations.

The locations and records you can see depend on your permissions.

Understand the list

Each row identifies a customer and may show useful account information, including the customer's available loyalty-points balance. Use the available search and list controls to find the customer you need.

Open the row actions (the three-dot menu) to edit the customer or open the full customer profile.