#397

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.