Find a private or business customer in the contact list and narrow the results with filters.
Search for a customer
Open Contacts from the left navigation.
Select the magnifying-glass icon.
Enter the customer's name or other identifying information in Search....
Select a row to open that contact's details.
Clear the search field with the cross to show the full list again.
Filter the contact list
Select Business to show business contacts or Private to show private contacts.
Select Customer to limit the list to contacts marked as customers.
When those contact types are used by your company, select Partner or Subcontractor to show only those records.
Select All to clear the active filters and return to the complete contact list.
Business and Private cannot be active at the same time. The search text and type filters can be combined.
Sort and browse the results
Select the Name column heading to change the name sorting.
Use the controls below the table to move between pages or change how many contacts appear on each page.
Select any row to open the customer record.
No matching customer appears
Clear Search... and select All, then search again with a shorter part of the name. Check both Business and Private if you are unsure how the contact was created.
Prevent duplicate customers
Before selecting Add customer, clear the filters and search separately by the customer's name, phone number, email address, and organisation number. These identifiers are shown as separate columns, and an existing record may use a different spelling of the name.
If you find the customer, open and update that record instead of creating another one. If duplicate records already contain different jobs, invoices, or conversation history, do not delete either record or create a third one; contact support with both customer names and identifiers so the linked data can be reviewed safely.