# The customer list

> Find customers with search, preset tabs, filters and sorting, and add or remove customers.

import { Steps, Aside } from '@astrojs/starlight/components';

Open **Customers** in the sidebar. You see a health summary at the top and the list of customers below it.

## Health Score Summary

The **Health Score Summary** box shows your organization at a glance:

- **Total customers (Active)**
- how many active customers fall into each of your three score bands
- your **Average health score**

See [Score bands](/health-scores/score-bands/).

## What each row shows

| Column | Meaning |
| --- | --- |
| **Name** | The customer's name and logo, with up to 3 tags. More tags show as "+N". A **New** label marks customers added in the last 7 days. |
| **Overall Health Score** | The health score and its band. Click it to see how each metric adds up. |
| **Health Trend (30d)** | How the health score moved over the last 30 days. |
| **CSM Pulse** | Your team's own rating of the customer. |
| **Total MRR** or **Total ARR** | The customer's revenue, in your organization's preferred revenue type. |
| **Lifecycle Stage** | Onboarding, Adoption, Value realization or Growth. |
| **Renewal date** | The next renewal. **Custom** marks a custom renewal. |
| **Last Updated** | When the customer record last changed. |

Click a row to open the customer. See [The customer page](/customers/customer-detail/).

## Search

Type in **Search customers** to find a customer by name.

## Preset tabs

The tabs above the list are quick filters:

| Tab | Shows |
| --- | --- |
| **All Customers** | Every customer. |
| **My Customers** | Customers assigned to you. |
| **Onboarding** | Your customers in the Onboarding stage. |
| **Churn Risk** | Your customers in your lowest score band. |
| **Growth Potential** | Your customers in your highest score band. |
| **Renewals (Custom)** | Your customers with a custom renewal. |

## Filters

Click the funnel icon to open the **Filters** panel. The icon is highlighted while a filter is active.

You can filter by:

- **Lifecycle Stage**
- **Assigned CSM**
- **Customer Type**
- **Tag**
- **Customer Status** (Active or Churned)
- **Score Band**
- **Health Score**, from a minimum to a maximum
- **Renewal type** (Auto renewal or Custom renewal)
- **Renewal date from** and **Renewal date until**

Click **Apply** to filter the list. Click **Clear** to remove all filters.

<Aside type="tip">
Filters are saved in the page address. Copy the link to share a filtered list with a colleague.
</Aside>

## Sort

Click the sort icon and pick an order:

- **Name**
- **Health Score (Low - High)** or **Health Score (High - Low)**
- **Amount (Low - High)** or **Amount (High - Low)**
- **Last Updated (Earliest)** or **Last Updated (Latest)**
- **Renewal date (Earliest)** or **Renewal date (Latest)**

## Add a customer

<Steps>

1. Click **Add Customer**.
2. Fill in the required fields: **Customer Name**, **Summary**, **Status**, **Lifecycle Stage** and **Assigned CSM**.
3. Optionally add a **Logo**, **Customer Type**, **Number of seats**, **Main product** and **Add-on products**.
4. If you pick a **Renewal type**, also fill in **Renews on this date**. For **Auto renewal**, also pick a **Contract length**.
5. Click **Add customer**.

</Steps>

Customers from your CRM come in automatically. You don't need to add them here.

## Remove a customer

<Steps>

1. Open the **⋯** menu on the customer.
2. Choose **Delete**.
3. Confirm with **Remove**.

</Steps>

A removed customer is archived. It disappears from the customer list, the Customer Journey board and global search. There is no button to bring it back.

<Aside type="caution">
Only users with delete permission see **Delete**.
</Aside>