Customer Search¶

Overview¶

Customer > Customer Search is the primary tool in the Exigo admin panel for locating and managing customer records. It displays all customers in a paginated grid and provides powerful search and filtering capabilities, allowing administrators to quickly find any customer by a wide range of criteria.

Accessing Customer Search¶

Navigate to Customer > Customer Search from the left sidebar.

List View¶

The main Customer Search page presents a sortable, paginated grid of all customers. Each row displays:

Column	Description
Customer ID	Unique numeric identifier for the customer
Company	Company name associated with the account
First Name	Customer's first name
City	City of the customer's primary address
Customer Type	Classification of the customer (e.g., Distributor, Preferred Customer, Employee)
Country	ISO country code of the customer
Phone	Primary phone number
State	State/Province of the customer's address
Customer Status	Current account status (e.g., Active, Terminated, Cancelled, Suspended)
Birthdate	Customer's date of birth

Each row includes a VIEW button that opens the Customer Portal for that record.

Inline Column Filters¶

Each column in the grid header contains an inline filter field. Typing in these fields instantly filters the list:

Customer ID – Filter by exact or partial ID
Company – Filter by company name
First Name – Filter by first name
City – Filter by city name
Customer Type – Dropdown selector with all available customer types
Country – Filter by country code
Phone – Filter by phone number
State – Filter by state/province abbreviation
Customer Status – Dropdown selector with all available statuses
Birthdate – Filter by birth date

Pagination¶

The top-right of the list shows navigation controls to move between pages of results (first, previous, page number field, next, last).

Action Bar¶

The top of the Customer Search page includes three primary action buttons:

Button	Action
NEW CUSTOMER	Opens the form to create a new customer record
NEW ORDER	Opens the order creation wizard
SEARCH	Opens the Search panel (see below)

Search Panel¶

Clicking SEARCH opens a popup dialog with two search modes.

Basic Search¶

The Basic Search panel provides a quick lookup using a single field:

Find – Enter a search term
In – Select the field to search in (dropdown with options including: Customer ID, Company, First Name, City, Type, Country, Phone, State, Customer Status, Birth Date, Tracking Number, Order ID, Auto Order ID, Rank, Entry Date, Email, Zip, Login Name, Web Alias, Tax ID, Party ID, and custom price type fields)

Click SEARCH to execute the query, ADVANCED to switch to the advanced form, or CANCEL to dismiss the panel.

Advanced Search¶

The Advanced Search panel allows combining up to 10 criteria with And logic:

Each criteria row consists of: - Field selector – Choose which customer attribute to filter - Operator – Condition (e.g., equals, contains, starts with) - Value – The value to match

Click SEARCH to run the query, SIMPLE to return to basic search, or CANCEL to close.

Customer Portal¶

Clicking VIEW on any customer row opens that customer's Customer Portal. This portal provides a comprehensive view of all customer data, with a left-hand navigation menu and a content pane.

The Customer Portal includes the following sections:

Section	Description
Summary	Core customer profile data, recurring orders, accounting balances, and payment methods
Orders/Invoices	Full order history and invoice records
Payments	Payment transaction history
Parties Hosted	Party events hosted by this customer
Parties Attended	Party events attended by this customer
Enroller Tree	Graphical enroller tree view
UniLevel Tree	Unilevel downline tree
Binary Grid	Binary structure grid
Binary Genealogy	Binary genealogy view
Codings	Customer coding records
Volumes	Commission volume history
Email Messages	Email communications sent to this customer
SMS Messages	SMS messages sent to this customer
Push Notifications	Push notification history
Account History	Action tracking and account history log
Letter History	Letters sent to this customer
Reports	Customer-specific reports
Commission History	Commission payment records
Vendor Bills	Bills from vendors
Vendor Payments	Vendor payment records
Documents	Attached documents
Subscriptions	Active and past subscriptions
Point Accounts	Loyalty or reward point balances
Social Networking	Linked social network accounts
Customer Contacts	Associated contact persons
Extended Properties	Custom extended property groups defined for the company

Summary Page Actions¶

From the Customer Summary sub-page, the following actions are available:

NEW CUSTOMER – Create a new customer record
EDIT CUSTOMER – Open the full customer edit form
Delete – Permanently delete the customer record
TRANSFER – Transfer the customer to a different position in the tree
CHANGE LOGS – View the audit trail of changes to this customer
TERMINATE – Set the customer status to Terminated

Portal Pagination¶

At the top of the Customer Portal, navigation arrows allow browsing to the first, previous, next, and last customer in the current search results, without returning to the list.

Tips¶

Use the inline column filters for quick lookups by a known value.
Use the Advanced Search when you need to combine multiple criteria (e.g., customers of a specific type in a specific state who are Active).
The Customer Type and Customer Status dropdowns in the column filters reflect all types/statuses configured for the company.
The VIEW button opens the Customer Portal in the same page context; use the portal's pagination arrows to navigate through the filtered result set.