Access: Service Providers
Overview: How to use the filter panel in the 'Customers' section of SwiftWorks.
When clicking into the 'Sort by' field, a dropdown menu will appear. Here, you can choose to sort your customers by 'Last updated', 'Last created', and 'Name'. If you select 'Name', customers will be listed alphabetically.
Customers will be sorted automatically - there is no need to 'apply' these filters.
'Source' refers to if customers were manually added into SwiftWorks or if they were generated through marketplace.
Selecting 'All' will list customers from all sources, 'Manual' will list customers that were manually added, and 'Marketplace' will list customers that were generated through marketplace.
'Status' refers to the status of the orders associated with the customer, i.e. 'Without orders', 'Quoted', 'In work', 'Declined'. Choose 'All' to show customers with all of these order statuses.
The number next to the status shows how many customers have that status.
'Payment Status' refers to the payment status of the orders associated with the customer, i.e. 'Unpaid'. Choose 'All' to show customers with all payment statuses.
The number next to the status shows how many customers have that payment status.
By order date
Clicking into the 'By order date' field will prompt a calendar to pop up. Here, you can choose a specific date an order was generated from the calendar, or you can select a group of days manually in the calendar. You can also use the filters 'Yesterday', 'Last 7 days', 'This week', 'Current week', 'Last month' and 'Current month'.
Once you've selected the date filter, click Apply.
To reset the date filter, click Reset.
To reset all filters and get a full list of your customers, click Reset.
To display a list of your archived customers, click Archived Customers.
You can view more details of an archived customer by clicking into their profile.
To restore an archived customer, click Restore.