--- title: CUSTOMERS - Access / List Functionality description: CUSTOMERS - Access / List Functionality --- [Skip to content](https://cs.geminilogic.com/en/manual/customers-context-menu#main-content) English Show submenu for translations [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new?hsLang=en) [Customer portal](https://cs.geminilogic.com/tickets-view?hsLang=en) ![Gemini-Logic-Logo (1).png\]](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=40&name=Gemini-Logic-Logo%20(1).png) - Home - Products - Pricing - Blog - Company Open main navigation Close main navigation - Home - Products - Pricing - Blog - Company - English Show submenu for translations - [New Ticket](https://cs.geminilogic.com/en/manual/kb-tickets/new) - [Customer portal](https://cs.geminilogic.com/tickets-view) - [Go to Gemini Logic](https://www.geminilogic.com/) [Go to Gemini Logic](https://www.geminilogic.com/) Search the User Manual - There are no suggestions because the search field is empty. 1. [User Manual](https://cs.geminilogic.com/en/manual?hsLang=en) 2. [Spire User Manual](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en) 3. [Customers](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#customers) # CUSTOMERS - Access / List Functionality **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-03-04-11-6723-PM.png?width=50&height=73&name=image-png-Apr-20-2023-03-04-11-6723-PM.png)   Customers** (see also [**Contacts**](https://cs.geminilogic.com/en/manual/customers-context-menu#CustomerContactsTab) below) - **Access** in one of 3 ways: - Text Menu             ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-02-57-49-2150-PM.png?width=160&height=124&name=image-png-Apr-20-2023-02-57-49-2150-PM.png) - - Web Access - Tools \> Server Admin (with limited functionality)            ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Apr-20-2023-03-03-24-1781-PM.png?width=487&height=275&name=image-png-Apr-20-2023-03-03-24-1781-PM.png) - - Module List ![CustomersList](https://cs.geminilogic.com/hs-fs/hubfs/CustomersList.png?width=688&height=248&name=CustomersList.png) - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-25-10-7426-PM.png?width=24&height=35&name=image-png-May-01-2023-12-25-10-7426-PM.png) Customer List Functionality** - **![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-12-19-00-4140-PM.png) Refresh** to load any Customers that may have been created since last refresh and that may not be displaying on this list - **![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-12-20-33-8391-PM.png) Filters** - create a filter for this list - - - click ![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-12-20-40-7394-PM.png) **Filters**                **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-26-22-6635-PM.png?width=433&height=248&name=image-png-May-01-2023-12-26-22-6635-PM.png)** - - - choose **Any** or **All** selector - - - select from the list of fields to set the criteria - select from the operators ie: ‘is one of’, ‘contains’, ‘does not contain’, etc - this operators list changes based on the field selected in the previous step - enter the criteria information (ie: VA - Inspire Health Systems warehouse) - if desired click ![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-12-21-04-6843-PM.png) to add a line of criteria - to remove the criteria line, click ![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-12-21-11-3322-PM.png) - make any column adjustments (see [Column Customization](https://cs.geminilogic.com/en/manual/customers-context-menu#column-customization)) - select ![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-12-23-29-9502-PM.png) **Filters ![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-12-23-40-4544-PM.png)** drop down for save options                          ![FiltersMenu](https://cs.geminilogic.com/hs-fs/hubfs/FiltersMenu.png?width=167&height=160&name=FiltersMenu.png)  - - - - **Save as default** - this filter will be active whenever viewing Customers - **Remove default** to remove the previously set default Filter - **Save filter** to save changes on a previously saved Filter - **Save filter as…** will allow you to name the Filter with the following settings: - give this Filter a name                                         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-27-27-3390-PM.png?width=242&height=186&name=image-png-May-01-2023-12-27-27-3390-PM.png) - - - - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **User** if this filter will be used by you only - - - - select ![RadialButtonBlue](https://cs.geminilogic.com/hs-fs/hubfs/RadialButtonBlue.png?width=16&height=16&name=RadialButtonBlue.png) **Company** if it is to be accessed by all users - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Show in module list** to display beneath the module name ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-32-21-1791-PM.png?width=437&height=266&name=image-png-May-01-2023-12-32-21-1791-PM.png) - **![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) Save column state** if you have removed or added columns, or have sorted the list by one of the columns - - - - click **OK** - the new Filter is also accessible in the Filter menu:                                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-31-40-1441-PM.png?width=231&height=187&name=image-png-May-01-2023-12-31-40-1441-PM.png) - - - click on the ![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-12-33-09-9719-PM.png) **Filters** button to release the current filter to see entire list or start new filter - - **Icon Menu Customization** - hover over the Icon Group handle  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-42-35-4604-PM.png?width=6&height=36&name=image-png-May-01-2023-12-42-35-4604-PM.png) until you see ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-42-49-4065-PM.png?width=26&height=25&name=image-png-May-01-2023-12-42-49-4065-PM.png) - - - drag the Icon Group to where you want it - - **Column Customization** - - - drag and drop columns for preferred positioning - right-click on any column heading to list to identify which columns you wish to see in the grid - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-41-37-9659-PM.png?width=19&height=11&name=image-png-May-01-2023-12-41-37-9659-PM.png)  Column Sort / Search** - click on any column heading to sort the list by that column - - - further narrow your search by just typing (you will see the typed letters in  green) and the list will highlight the closest match, in currently sorted column                            ![CustomerListColumnSort](https://cs.geminilogic.com/hs-fs/hubfs/CustomerListColumnSort.png?width=481&height=173&name=CustomerListColumnSort.png) - - - **![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-33-27-9003-PM.png?width=97&height=26&name=image-png-May-01-2023-12-33-27-9003-PM.png)** - type any character(s) into this field and the list will narrow to only records containing the character(s) typed, somewhere in the Customer record - Open a Customer record and use the **Navigate** buttons ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-12-33-47-4400-PM.png?width=113&height=18&name=image-png-May-01-2023-12-33-47-4400-PM.png) to page through Customers in the list, filtered or not filtered, in order of the current column sort (see [Column Customization](https://cs.geminilogic.com/en/manual/customers-context-menu#column-customization)) - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-46-51-18-PM.png) **Export** Customers - see [CUSTOMERS - Export](https://cs.geminilogic.com/en/manual/customers-export?hsLang=en) - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-51-53-80-PM.png) **Edit Customer  ![CustomersModuleListEdit](https://cs.geminilogic.com/hs-fs/hubfs/CustomersModuleListEdit.png?width=655&height=235&name=CustomersModuleListEdit.png)** - - from the Customer List window scroll to select Customer(s) - click ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-51-53-80-PM.png) **Edit** - or double-click customer line(s) - - - if you are editing multiple Customer records, only multi-edit options will be presented:                       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-11-51-45-9754-AM.png?width=436&height=439&name=image-png-May-01-2023-11-51-45-9754-AM.png) - - make necessary changes - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-49-48-71-PM.png) Save** or ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-49-53-93-PM.png) **Save and Close** or ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-50-00-20-PM.png) **Save and Create New** - option to **Update** any open Sales Orders with changes made to fields in the Addresses tab                ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-01-2023-11-53-13-9381-AM.png?width=250&height=117&name=image-png-May-01-2023-11-53-13-9381-AM.png) - ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-56-09-24-PM.png) **Delete Customer**  - select customer(s) from the list and click ![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-56-09-24-PM.png)  **Delete** (will not delete if there is an AR balance or AR / Sales transactions) - ![PrintIcon](https://cs.geminilogic.com/hs-fs/hubfs/PrintIcon.png?width=28&height=26&name=PrintIcon.png) **Print** select from these reports (see [CUSTOMERS - Reports](https://cs.geminilogic.com/en/manual/customers-reports?hsLang=en) for more information) - **![](https://cs.geminilogic.com/hubfs/image-png-Jul-31-2022-07-56-54-13-PM.png) Copy** the details of the selected Customer into a new Customer (see [Customers - Add New](https://cs.geminilogic.com/en/manual/customers-add-new?hsLang=en)) - ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-18-2022-06-21-39-2169-PM.png?width=29&height=29&name=image-png-Dec-18-2022-06-21-39-2169-PM.png) **Email** the selected Customer(s) from the List - see [Customers - Email](https://cs.geminilogic.com/en/manual/customers-email?hsLang=en) - ![](https://cs.geminilogic.com/hubfs/image-png-May-01-2023-01-01-15-6123-PM.png) **Mail Merge** the selected Customer(s) from the List - see [Customers - Mail Merge](https://cs.geminilogic.com/en/manual/customers-mail-merge?hsLang=en) - Customer List **Context Menu** - select any line in the list and right-click to launch:        ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-15-2022-05-46-12-2553-PM.png?width=170&height=220&name=image-png-Dec-15-2022-05-46-12-2553-PM.png) ![ContactsIcon](https://cs.geminilogic.com/hs-fs/hubfs/ContactsIcon.png?width=50&height=56&name=ContactsIcon.png) **Contacts** ![CustomersContactsList-1](https://cs.geminilogic.com/hs-fs/hubfs/CustomersContactsList-1.png?width=688&height=268&name=CustomersContactsList-1.png) - view all Contacts from all Customers in one place with ability to - ![ExportIcon](https://cs.geminilogic.com/hs-fs/hubfs/ExportIcon.png?width=14&height=14&name=ExportIcon.png) **Export** this list (Filtered or un-Filtered) to Excel - ![Open](https://cs.geminilogic.com/hs-fs/hubfs/Open.png?width=27&height=24&name=Open.png) **Open Related** Customer record     - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content) - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content) - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/manual/spire-user-manual-job-costing?hsLang=en) - [HubSpot](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#main-content) - [Updates](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#updates) - [Gemini Logic](https://cs.geminilogic.com/en/manual/gemini-logic?hsLang=en) - [Shipping](https://cs.geminilogic.com/en/manual/shipping?hsLang=en) - [Sales Taxes](https://cs.geminilogic.com/en/manual/sales-taxes?hsLang=en) - [Spire User Manual](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#main-content) - [Customers](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#customers) - Home - Products - Pricing - Blog - Company [![Chill listening crop-3](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?width=77&height=24&name=Gemini%20Logic%20-%20Black-1.png "Chill listening crop-3")](https://www.geminilogic.com/) Gemini Logic Copyright © 2026, 9858733 Canada Inc. (Gemini Logic)