# Search and Filter Customers (/how-to/customers/search-and-filter-customers)



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 [#customer-list-search]

1. Navigate to **CRM > Customers**.
2. 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.
3. Results update in place with matching customers.

What the search matches [#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 [#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 [#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 [#global-search]

For quick access from anywhere in the dashboard:

1. Use the global search bar (available in the top navigation).
2. Type at least **2 characters** to trigger a search.
3. Results are grouped by category (customers, bookings, etc.) with up to **5 results per category** by default.
4. 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 [#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 [#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.