CRM
Find, edit and organise CRM customers
Use search, filters and table controls to keep customer records usable.
Before you begin
- Sign in to Eva and select the intended project.
- Use fictional records when practising; changes affect the selected business.
Starting screen: /dashboard/crm?mode=manage
1. Search the customer list
Enter a name or known value in Search customers. Review the Customer provider selector if the record came from an integration.
Expected result: The table shows matching records within the active project.
Confirm it worked: Clear the search and compare the count if a record is missing.
2. Adjust columns and sorting
Click Columns to choose and reorder columns. Open a column’s options, such as Open Status column options, and select Sort ascending or the available filter.
Expected result: The table reflects the chosen columns, order and filters.
Confirm it worked: Use Website or Updated when reviewing contact quality.
3. Edit a customer
Open Open actions for [customer name] and choose Edit customer. Update the displayed fields and save using the form’s save action.
Expected result: The updated record replaces the prior visible values.
Confirm it worked: Reload and search for the revised name or contact information.
4. Review selection and pagination
Use the checkbox Select [customer name] to select a record. Follow the table’s available page controls for larger lists.
Expected result: Selection and paging apply to the displayed list.
Confirm it worked: Clear selection when finished and check filters before concluding a record is absent.
Troubleshooting and alternatives
Changing a provider filter can hide native records or provider records. Return to the full list before diagnosing missing data.
Do not expect provider-backed data to support every native edit action. Use the provider connection and sync status to troubleshoot cached records.