Help CenterCustomer List page in Caction offers a comprehensive and organized view of all customers stored within the system. It displays key information including customer names, company names, addresses, and unique identifiers such as customer IDs or sequence numbers. This centralized listing enables users to efficiently locate, review, and manage customer records at a glance.
For data reporting and external use, the Customer List also includes functionality to export customer data into formats such as Excel and CSV.
Benefits
- Enhanced Search – Quickly find specific customers using built-in search and flexible filtering options.
- Custom Views – Tailor the customer list to your needs by selecting which columns to display.
- Advanced Filtering – Easily sort and filter customers by name, company, location, or status to streamline your daily tasks.
- Quick Search – Instantly look up customers or companies.
Navigate to the section by clicking it.
- At the desktop’s navigation bar, go to Business Management > Customer List.
Open Customer List Here: https://system.caction.com/customers
Quick Search
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Click on “Filter Table Record” to search for customer or company name.
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Enter the customer or company name and press “Enter”.
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The list has been filtered successfully.
- Click the “Blue Arrow” button to open the customer detail page.
Add New Customer
- Click on the “+” button to add a new customer.
Refresh
- Click on the “Refresh” button to get the latest information.
Default Columns
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Click “Default Columns”.
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Click “+ Create”.
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Select the columns you want to display.
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Click to scroll down.
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Tick “Asset Split” if you want to display the asset separately.
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Click “Save”.
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Click “Column Group 2”.
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Click the “pencil” icon to edit the default column’s name. *Note: The “Gear” icon is to change columns selected for that display.
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Enter the name of the default column.
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Click the “tick” icon to save the name.
- The “Default Column” has been saved successfully.
Filter
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Click “Filter Table Record” to filter the customer.
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Select the filter group you want.
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Select the filter variable.
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Select the operator you want to apply.
Operator Definition Contain The result will show all relevant results based on the filter values. (Not consider capital letter and small letter, recommend to use it if you are not remember the exact customer name.) Not Contain The results will show all relevant results except the selected filter values. (Not consider capital letter and small letter.) Equal The results will only show exact the same based on the filter value (Consider capital letter and small letter, recommend to use it if you remember the exact customer name.) Not Equal The results will only show except the exact filter value. (Consider capital letter and small letter.) 
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For example, enter the customer name to filter.
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After typing the value, press “Enter”.
- The result will be shown as below.
Favourite Filter
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Click “Favourite Filter” if you want to add a favourite filter.
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Click “+ Add”.
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Enter the name of the favourite filter.
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Click on the “Save” button and the favourite filter has been saved successfully.
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Click “Favourite Filter”.
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Click on the icon beside the favourite filter to have more actions.
Icon Description Global Enable the usage for all users in the system. Share Share the link with other users and paste it into the label name. Edit Edit the name of the favourite filter. Delete Delete the favourite filter. 
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Click “Default Filter” if you want to set a default filter.
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Select the favourite filter you want to set as the default filter.
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Default filter has been set successfully and it will apply automatically when you enter this page.
- Click “Clear All” if you want to clear all the filter applied.
Export
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Click “Export” button if you want to export the customer list.
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Select the export options to export the customer list.
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