Search and Filter Customers
How to find customers in the Resytech CRM using text search, source filters, tag filters, pagination, and global search.
Use search and filters to quickly locate customers in your database. The Customers list supports real-time text search across multiple fields, source-based filtering, and paginated results. For quick lookups from anywhere in the dashboard, use the global search feature.
Customer list search
- Navigate to CRM > Customers.
- Type into the Search field at the top of the page. The search runs automatically after a short debounce delay (300ms), or you can press Enter or click the Search button.
- Results update in place with matching customers.
What the search matches
The search term is matched (case-insensitive) against:
| Field | Example match |
|---|---|
| Customer name | Searching "jane" finds "Jane Smith" |
| Email addresses | Searching "gmail" finds anyone with a Gmail address |
| Phone number | Searching "555-1234" finds matching phone numbers |
| External ID | Searching an ID string finds the matching customer |
Filtering by source
The customer list can be filtered by Source, which indicates how the customer was acquired:
| Source value | Meaning |
|---|---|
dashboard | Manually created by your team in the dashboard |
booking | Automatically created when a customer completed an online booking |
contact_form | Created from a website contact form submission |
website | Created from a website subscribe form |
Pass the source as a query parameter or use the filter controls on the page to narrow results.
Pagination
- Results display 25 customers per page by default (the API supports up to 50 per page).
- Use the Previous and Next buttons, or click a specific page number, to navigate.
- The status bar shows "Showing X to Y of Z customers" so you always know where you are in the result set.
- Changing the search query or filters resets you to page 1.
Global search
For quick access from anywhere in the dashboard:
- Use the global search bar (available in the top navigation).
- Type at least 2 characters to trigger a search.
- Results are grouped by category (customers, bookings, etc.) with up to 5 results per category by default.
- Click a customer result to jump directly to their detail page.
Global search calls a database function (resytech_location_search) that matches across all entity types in a single query, so it is faster than browsing to the Customers page when you already know who you are looking for.
Common search scenarios
"Find all customers who booked in the last 30 days" Currently, the customer list search filters by name, email, phone, and source. To find customers by booking date, open the customer detail page and check the booking history, or use the Reports section for date-range queries.
"Find a customer by phone number" Type the phone number (or the last several digits) into the search bar. The search matches against phone numbers stored in the system.
"Find customers from a specific acquisition source"
Use the source filter to select booking, dashboard, contact_form, or website.
Tips
- Search is debounced. You do not need to press Enter -- just pause typing and results will refresh. However, pressing Enter or clicking Search triggers the query immediately.
- Empty search returns all customers. Clearing the search field and searching will show your full customer list (paginated).
- Combine with tags. Select one or more tags alongside a text search to narrow results further. Tag filtering is applied in addition to the text search.