Overview
The Customer List is your central view for managing all customers. It displays data from your connected integrations in a unified, customizable table. Click Customers in the main navigation. The page always opens in a view — your default view, or All Customers.Table Columns
Default columns include:
Any customer field can be a column — including custom fields and product usage metrics (with 30d/60d/90d/180d/1y period options and trend indicators).
Customizing Columns
Two ways:- + Add column at the end of the table — add an existing attribute, or create a new standard or AI attribute on the spot.
- The Settings gear in the header — its Columns section toggles and reorders columns.
Search & Quick Filters
- The search bar finds customers by name or domain.
- The My Accounts chip filters to customers where you’re the CSM owner.
Filtering
Click the Filter control in the header to build filters: pick a field, an operator, and a value. Applied filters show as removable chips above the table. Conditions combine with AND logic. Operators vary by field type:Sorting
Click any sortable column header to sort ascending; click again for descending.Saved Views
Your current filters, columns, and sort can be saved as a named view — see Custom Views.Adding & Managing Customers
- Add customer creates a customer manually.
- Select rows with checkboxes for bulk actions: delete, or assign a CSM to all selected customers.
- Each row’s three-dot menu can remove the customer; clicking the row opens the customer’s profile.