Filter #
The Filter section will allow you to see a list of specific customers based on the details you inputted.
View All #
To view both active and inactive customers, tick the “All” button.
View Active #
For active members only, select the “Active” button in the filter section.
View Inactive #
To see inactive members, tick the “Inactive” button.
Filter by amount #
Filter customers by amount using criteria like Credit limit, Remaining limit, Un-settle amount, and Balance. Specify whether the amount you input is equal to, greater than, less than, greater than or equal to, less than or equal to, or between the minimum amount you provide.
Created date range #
Use the “Created date range” option to filter by when the customer was created.
Birth date filter #
Employ the “Birth date filter” to find customers based on their birthdays.
Reset Button #
Click the reset button to clear all inputted details.
Apply Button #
Finally, click Apply to display the list based on the selected filters.
Note: You may only search for one customer at a time and cannot select multiple customers. There is no limit to the number of customers you can add into the system.