View, search, and manage your entire customer database in OmniOrders. Access contact details, order history, and customer groups from one centralized hub.
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title: Customers Overview
description: View, search, and manage your entire customer database in OmniOrders. Access contact details, order history, and customer groups from one centralized hub.
---
The Customers page helps you keep track of all your buyers in one place. See their contact details, addresses, and order history, making it easy to provide better customer service.
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## Why Use Customers Management?
**Customers Management stores all your customer records in one place — names, addresses, contacts, and order history. Search and filter your customer list instantly, organize customers into groups for targeted management, and keep shipping addresses accurate so every order reaches the right destination.**
<CardGrid>
<IconCard title="Centralized Customer Data" icon="users">
Store all customer information, addresses, and contacts in one location for easy access.
</IconCard>
<IconCard title="Quick Search & Filters" icon="filter">
Find customers instantly using filters for name, address, email, phone, or location.
</IconCard>
<IconCard title="Group Organization" icon="folder">
Organize customers into groups for targeted communication and better management.
</IconCard>
<IconCard title="Complete Contact Details" icon="mail">
Keep track of customer addresses, phone numbers, emails, and contact preferences.
</IconCard>
</CardGrid>
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## Accessing the Customers Page
Navigate to the Customers page from the sidebar menu under **Communication** → **Customers**.
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## Understanding the Customers Table
The main view displays all your customers in a searchable table with the following columns:
**Customer Information Columns:**
- **Name** - The customer's company or organization name
- **Address1** - Primary street address
- **City** - Customer's city location
- **Country** - Customer's country
- **Contact Full Name** - Primary contact person's full name
- **Customer Email** - Contact email address
- **Customer Phone** - Contact phone number
- **Actions** - Edit or delete options (⋮ menu)
:::tip[Filtering Made Easy]
Each column has a search box at the top. Type in any column to instantly filter your customer list. For example, search by city to find all customers in a specific location.
:::
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## Searching and Filtering Customers
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<Steps>
1. **Use Column Filters**
Click in any column's search box and start typing. The table updates instantly to show matching customers.
2. **Search by Multiple Criteria**
You can filter multiple columns at once. For example, search by country AND city to narrow down your results.
3. **Clear Filters**
Delete text from search boxes to clear filters and see all customers again.
</Steps>
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## Creating a New Customer
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<Steps>
1. **Click "New customer" Button**
Find the button at the top-right of the Customers page.
2. **Fill in Customer Information**
Enter the customer name and optional code in the first section.
3. **Add Address Details**
Fill in the customer's address including street, city, state, postal code, and country.
4. **Enter Contact Information**
Add the primary contact's name, email, phone number, and any additional notes.
5. **Click "Create"**
Save the customer to your database. The new customer appears in your list immediately.
</Steps>
:::note[Required Information]
At minimum, you need the customer name and basic address information. Contact details are highly recommended for better customer communication.
:::
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## Managing Existing Customers
### Editing a Customer
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<Steps>
1. **Select a Customer**
Click anywhere on the customer's row in the table, or click the three-dot menu (⋮) and select "Edit".
2. **Update Information**
Modify customer details, addresses, or contact information as needed.
3. **Save Changes**
Click the save button to update the customer record.
</Steps>
### Deleting a Customer
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<Steps>
1. **Open Actions Menu**
Click the three-dot menu (⋮) on the customer's row.
2. **Select "Delete"**
Choose the delete option from the menu.
3. **Confirm Deletion**
Confirm you want to permanently remove this customer.
</Steps>
:::caution[Deletion Warning]
Deleting a customer is permanent. Make sure you no longer need their information before confirming deletion.
:::
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## Managing Customer Groups
Customer groups help you organize customers by type, region, or any other category that makes sense for your business.
**Accessing Groups:**
Click the "Groups" button at the top-right of the Customers page to view and manage your customer groups.
**Common Group Uses:**
- Wholesale vs. Retail customers
- Geographic regions
- VIP or loyalty program members
- Business vs. Individual buyers
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## 💡 Best Practices
<CardGrid>
<IconCard title="Complete All Contact Details" icon="check-circle">
Fill in email addresses and phone numbers for better communication and order updates.
</IconCard>
<IconCard title="Use Groups Effectively" icon="folder">
Organize customers into meaningful groups to simplify reporting and targeted actions.
</IconCard>
<IconCard title="Keep Addresses Updated" icon="map-pin">
Accurate addresses prevent shipping delays and improve delivery success rates.
</IconCard>
<IconCard title="Regular Data Cleanup" icon="refresh-cw">
Periodically review and remove duplicate or outdated customer records.
</IconCard>
</CardGrid>
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## Troubleshooting
### Customer Not Appearing in List
**Solution:** Check your active filters. Clear all column search boxes to see the complete customer list.
### Cannot Delete a Customer
**Issue:** Customers with existing orders or active transactions may be protected from deletion.
**Solution:** Archive the customer or mark them as inactive instead of deleting.
### Missing Customer Information
**Solution:** Edit the customer record and fill in any missing required fields like address or contact details.
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**Related Topics:**
- [Managing Orders](/orders/managing/) - Create orders for your customers
- [Order Status & Workflow](/orders/status/) - Track customer orders through fulfillment