> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Customer List

> Browse, filter, and manage all your customers in a customizable table with saved views

## 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:

| Column                | Description                                         |
| --------------------- | --------------------------------------------------- |
| **Customer Name**     | Account name with company logo                      |
| **Domain**            | Website domain (clickable link)                     |
| **MRR**               | Monthly recurring revenue                           |
| **Health Score**      | Current score with trend indicator (up/down/stable) |
| **Health Risk Level** | Color-coded risk badge                              |
| **Lifecycle Stage**   | Color-coded stage badge                             |
| **Segment**           | Color-coded segment badge                           |
| **Calls**             | Total call recordings count                         |
| **Tickets**           | Total support tickets count                         |
| **Signals**           | Total market signals count                          |

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.

Columns can be pinned and resized in the table.

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## 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.

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## 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:

| Field Type  | Operators                                                                                                   |
| ----------- | ----------------------------------------------------------------------------------------------------------- |
| **Text**    | is, is not, contains, does not contain, starts with, ends with, is empty, has value                         |
| **Number**  | equals, not equals, greater than, greater than or equal, less than, less than or equal, is empty, has value |
| **Date**    | is on, is after, is on or after, is before, is on or before, is empty, has value                            |
| **Boolean** | is                                                                                                          |
| **Select**  | is, is not, is one of, is not one of                                                                        |

***

## 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](/customer-views/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.