The "Customers" section is the list of every client of your factory that you work with in iFurn.pro. Here you quickly find a person by name, phone or e-mail, open their card and reset the password if a customer cannot sign in.
How to open the list
In the top CRM menu, select "Customers". The page opens with a search bar at the top and a table of all customers below. Under the search field there is a counter: "Found: N" — how many records match the filter.
Searching for a customer
The "Search Customer" field looks at three fields at once:
- full name;
- phone;
- e-mail.
Type any part of the value — the list updates a second after you stop typing. The search is case-insensitive: john and JOHN return the same result.
What the table shows
- ID — the customer's internal number in the system. You will need it when contacting support.
- Name — the customer's full name as they entered it at registration.
- Phone — the main contact through which the customer signs in and receives notifications.
- Email — the second channel for sign-in and communication.
- Status — Active (the customer can sign in and place orders) or inactive (sign-in is blocked).
- Actions — buttons for working with the customer.
Actions in a customer row
- View (eye icon) — opens the customer card with details and order history.
- Reset password (lock icon) — resets the customer's current password. After clicking, the customer receives a notification and can set a new password on the next sign-in.
Example: a customer calls and says they cannot sign in. Find them in the list by phone, click the lock icon — the password is reset, the customer signs in again and sets their own.
If you cannot find a customer
- Check that the search value has no extra spaces or characters.
- Try searching by part of the phone number only — without the country code or brackets.
- If the customer is new and not in the list yet — add them via "Adding a new customer".
- If the customer is "inactive" they stay in the list but cannot sign in. Open the card and switch them back to active.
What matters to the factory admin
- The list shows every customer of the factory without permission limits — all managers have equal access.
- Password reset is an instant action with no confirmation. Be careful when clicking the lock icon.
- The customer ID is stable: even if the customer changes name or phone, the ID stays the same and remains tied to all their orders.
Related topics
- Customer card — what is inside a customer's detail page.
- Adding a new customer — how to create a customer manually, bypassing self-registration.
- CRM — general principles of working with the factory CRM.