How to Segment Customer Lists Using Filters in the Customer Module

You can segment or filter your customer list in Flawless POS based on any available field in the Customer Module Grid, such as state, city, sales person, email , or any other displayed column. This makes it easy to create targeted lists for marketing, follow-ups, or reporting.

Steps to Segment Your Customer List:

1. Open the Customer Module
   From the main dashboard, navigate to Customers and select All Customers.

2. Show the Columns You Need

   • Click the eye icon (View/Columns icon) in the top-right corner of the grid.

   • A Configure Columns pop-up will appear.

   • Search for and check the box beside the fields you want to use for filtering (for example: State, City, Salesperson, or Email).

   • Click OK to apply your changes.

   • The selected columns will now be visible in your grid.

3. Filter the Customer List

   • Each visible column has a small Filter box beneath its header.

   • Type or select the value you want to filter by (e.g., type “CO” under State or “Claire” under Salesperson).

   • The grid will update automatically to show only the matching customers.

4. Export the Filtered List

   • Click the cloud/download icon at the top-right corner of the grid.
   • A dropdown menu will appear.
   • Select Export Visible Columns to export only the columns currently shown in the grid, or Export All Columns to include all available customer data in your export file.
   • The system will generate a downloadable Excel or CSV file with your filtered results.

Use Cases:

• By Location: Export a list of customers in a specific state or city for localized promotions.

• By Salesperson: Track customer activity per sales rep.

• By Purchase Activity: Filter and export customers with recent or high-value purchases.

• By Email Domain: Separate retail vs. wholesale accounts for different campaigns.