Find and filter customers

Search for a customer and filter your customers in the Cinderblock mobile app.

Find a customer

1. Open your customers and select search.
2. Enter a customer’s name, primary email address, or primary phone number, and submit your search.

Search matches the beginning of a customer’s name. For a phone number, enter the digits only. Other email addresses and phone numbers aren’t matched.

Filter customers

1. In your customers, select filter.

2. Choose your filters:

   Filter	Selection	What it shows
   Jobs	None	Customers with no jobs
   Jobs	Open	Customers with at least one open job
   Jobs	Closed	Customers with at least one closed job
   Date created	A period, such as Today	Customers created in that period

3. Apply your filters.

A customer with both open and closed jobs appears under both Open and Closed. When you combine a search and filters, results must match the search and all selected filters.

To remove your filters, clear them.

Related articles

• Create and edit a customer
• View a customer’s jobs, estimates, and invoices