How to filter a customer list?
Filtering a list of customers in taclia is an essential feature for freelancers and small businesses looking to manage their database efficiently. Below, we explain step by step how you can use this functionality.
Step 1: Log in to your taclia account
First, log in to your taclia account from the homepage or the mobile app. If you don't have an account yet, register easily by following the instructions on the platform.
Step 2: Navigate to the customers section.
Once inside, go to the “Customers” section in the main menu. Here you will see a complete list of all your registered customers.
Step 3: Use the Search Bar
At the top of the customer list, you will find a search bar. Here you can enter the name, email address or any other relevant information of the customer you are looking for. The search bar automatically filters the results as you type.
Step 4: Apply Advanced Filters
For more detailed filtering, use the advanced filters. Click on the “Filters” icon next to the search bar.
You will be able to filter by various criteria such as:
Responsible: Which person in your team is in charge of the customer.
Client type: Filter customers by individual, company or other.
Channel:
Social networks: Twitter, etc.
Online advertising: Customers coming from Google Ads, Facebook Ads, etc.
Referrals: Customers recommended by other customers.
Content marketing: Customers that came from your blog, newsletters, etc.
Other channels: Any other channel you use to attract customers.
Step 5: Save and export filters
Once you have applied the desired filters, you can save these criteria for future searches. In addition, taclia allows you to export the filtered list in CSV (Excel) format for external control or to share with other team members.
Benefits of filtering customers in taclia
Improve data management: Keep your database organized and accessible.
Increase efficiency: Find quickly the information you need without wasting time.
Optimize customer service: Personalize your communication and services according to customer category and status.