Last Name

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First Name

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Spouse/Partner

Search by customer's spouse/partner

Company

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Company Account

Tax Exempt

Phone

Select whether to include customers marked as company accounts

• Checked - Only include company accounts
• Unchecked - Do not include company accounts
• Square Check - Include customers & company accounts

Only display accounts marked Tax Exempt

Search by phone number

Preferred Phone Only

 

Do Not Contact

Cell / Mobile Numbers Only
 

Street

City

State

ZIP

Preferred Address Only

 

Email

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Do Not Send Promo

Social Type
 

Preferred Social Only

 

License #

ID #
 

Sort Order
 

Inactive Account

Include Customers with Hidden Contact Info
 

Store

Select whether to include customers with preferred phone numbers

• Checked - Only display phone numbers marked preferred
• Unchecked - Display phone numbers marked preferred
• Square Check - Only display phone numbers not marked preferred

Select whether to include customers marked 'do not contact'

• Checked - Only display phone numbers marked 'do not contact'
• Unchecked - Display phone numbers marked 'do not contact'
• Square Check - Only display phone numbers not marked 'do not contact'

Select whether to include only customers with cell/mobile

• Checked - Only display phone numbers marked cell/mobile
• Unchecked - Display phone numbers marked cell/mobile
• Square Check - Only display phone numbers not marked cell/mobile

Search by street address

Search by city

Search by state

Search by ZIP or postal code

Select whether to include customers with preferred addresses

• Checked - Only display addresses marked preferred
• Unchecked - Display addresses marked preferred
• Square Check - Only display addresses not marked preferred

Search by email address
 

Select whether to include customers with preferred emails

• Checked - Only display emails marked preferred
• Unchecked - Display emails marked preferred
• Square Check - Only display emails not marked preferred

Select whether to include customers marked 'do not contact'

• Checked - Only display phone numbers marked 'do not contact'
• Unchecked - Display phone numbers marked 'do not contact'
• Square Check - Only display phone numbers not marked 'do not contact'

Search by a type of social contact method.  See Social Media Contacts for information on setting up and using these
 

Select whether to include customers with preferred social contacts

• Checked - Only display social contacts marked preferred
• Unchecked - Display social contacts marked preferred
• Square Check - Only display social contacts not marked preferred

Search by driver's license number

Bring up a specific customer by their customer ID; all other criteria will be ignored

Controls how resulting list is sorted

Select whether to include inactive (disabled) accounts

• Checked - Only include inactive accounts
• Unchecked - Do not include inactive accounts
• Square Check - Include inactive & active accounts

Include customers with hidden contact info in search results.  See Hidden Contact Info for information on setting up and using this feature

Only include customers from this store