Searching and Filtering Customer Profiles

Step 1: Search for a Customer Profile

• Use the search bar on the Customer Profiles screen to quickly find a customer by name, account number, or other identifiers.

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Step 2: Filter Customer Profiles

• Apply filters to narrow down the list of customers by attributes such as sector, location, or credit limit.

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Step 3: Manage Customer Lists

• Easily sort customer profiles to focus on key customers or filter based on overdue invoices, outstanding orders, or other criteria.