# Find, filter and organize customers
> Source: https://support.usebluehill.com/customers-find-and-organize-customers | Updated: 2026-10-26T21:09:20Z
## Search customers
Type in the **Search** box above the table. The search matches text in any column that is shown, so a company name, an email address, a phone number or a category name all work. Clear the box to see everything again.
To find a customer from anywhere in BlueHill, press **⌘K** (or **Ctrl+K**) and type the name. Type *c:* before the name to search only customers.
## Record type and Mine
- **All**, **Customers** and **Prospects** switch between record types. The **Prospects** option shows the count.
- **Mine** keeps only the records you own. It is the same as picking **Me** in the **Owner** filter.
## Use the Filters panel
Click **Filters** to open the panel. It is arranged in three columns: **Details**, **Pipeline** and **Insights**. Pick values, and the table updates as you go. The footer shows **3 filters · 12 of 60 rows** and has **Clear all** and **Save as view** buttons.
**Details**
| Filter | Options |
|---|---|
| **Company**, **Email**, **Phone** | Text with an operator: *contains*, *equals*, *starts with*, *excludes*, *isn't* or *ends with*. |
| **Created** | A date: *on*, *between*, *after* or *before*. |
| **Owner** | **Me**, **Unassigned**, or any team member. |
| **Related** | **Primary of a group**, **Linked record** or **Standalone**. |
**Pipeline**
| Filter | Options |
|---|---|
| **Type** | **Customer** or **Prospect**. |
| **Stage** | Your pipeline stages, for example *Lead*, *Qualified*, *Proposal*, *Negotiation* and *Lost*. |
**Insights**
| Filter | Options |
|---|---|
| **Health** | **Excellent (85+)**, **Healthy (70-84)**, **Good (55-69)**, **Fair (40-54)**, **Needs Attention (25-39)**, **At Risk (10-24)** or **Critical (<10)**. |
| **Projects** | **Has Projects**, **Has Active Projects**, **Has Completed Projects**, **All Projects Completed** or **No Projects**. |
| **Follow-ups** | **Overdue**, **Due today**, **Tomorrow**, **This week**, **Next 7 days**, **Has any**, **No follow-ups**, or a date range. |
| **Tickets** | **Has open tickets** or **No open tickets**. |
| **Categories** | Pick one or more categories. Switch **Any** (has at least one of them) to **All** (has every one of them). |
Applied filters appear as chips next to the **Filters** button. Click the **×** on a chip to remove that filter, or the **×** after the chips to clear everything. A filter is only offered while its column is visible, so turn on a column first if you cannot find its filter.
## Sort the table
Click a column header to sort by it, click again to reverse, and a third time to clear the sort. Hold **Shift** and click another header to sort by up to three columns. **Owner** and custom-field columns cannot be sorted.
## Choose columns
The **Columns** button (the grid icon at the right of the toolbar) opens a list of every column. Tick to show or hide, and drag (or press **Alt+↑** / **Alt+↓**) to reorder. **Show all** and **Reset** are at the bottom. The **View →** column is always first.
To add a custom field as a column, use the **Custom fields** gear in the header and tick the field under **Show as columns**.
## Save and reuse a view
A view is a saved combination of filters, sort, columns, record type and the Table / Board, Lost, Condensed and Parent categories settings.
**Common views** are built in and cannot be changed:
| View | What it shows |
|---|---|
| **My customers** | Customers and prospects you own. |
| **Unassigned** | Records nobody owns yet. |
| **Needs attention** | Records with a low health score, worst first. |
| **Follow-ups due** | Overdue or due today, most overdue first. |
| **Open support tickets** | Customers waiting on support, most tickets first. |
| **Active projects** | Customers with a board in progress. |
| **Prospect pipeline** | Prospects by stage, with their value and close date. |
| **Recently added** | Newest records first. |
To save your own:
1. Set up the filters, sort and columns you want.
2. Open **Views** and choose **Save current view...** (or **Save as view** in the Filters panel). The **Save View** dialog opens.
3. Enter a **View Name**. Tick **Share with organization** to let teammates use it, and **Set as my default view** to open the Customers page in this view.
4. Click **Save View**.
Saved views are listed under **My Views** and **Shared Views**; a star marks your default. With a saved view active, the menu offers **Update "name"**, **Rename view...**, **Set as default** and **Delete view**. **Arrange views...** changes the order of the list, and **Reset to default** returns to the plain table. Only the owner of a shared view, or an admin, can update or rename it.
## Categories
Categories are labels you give customers so you can filter and group them, for example *Enterprise*, *Nonprofit* or *Partner*. They are the same records that Analytics calls segments.
- To add one, click the **Categories** cell on a row, search or type a new name, and pick it. Changes apply straight away.
- The same picker is on the customer page and in the create and edit forms.
- Filter by category in the Filters panel, or export the column with the CSV.
- A support brand can add a category automatically to every customer its agents link to a ticket. See **Customer category** on the brand's **Identity** tab in Support settings.
## Act on several customers at once
1. Tick the checkbox on each row (or click the row). A bar appears showing **N selected**, with **Select all N** to include every matching row, even on other pages. Ticks stay when you change pages.
2. Choose an action: **Draft email**, **Convert to customer** or **Merge**.
3. Press **Esc** or click **Reset** to clear the selection.
- **Convert to customer** turns the ticked prospects into customers. See [Convert a prospect to a customer](./customers-prospects-and-pipeline#convert-a-prospect-to-a-customer).
- **Merge** combines the ticked records into one. See [Merge duplicate records](./customers-related-records-and-merge#merge-duplicate-records).
- **Draft email** is described below.
## Draft one email to many customers
Available when your workspace uses support ticketing. It writes one email and saves it as a separate draft ticket for each customer. Nothing is sent until you open the drafts in the support inbox and send them.
1. Tick the customers, then choose **Draft email** from the selection bar, or click the envelope icon in the toolbar to use every customer that matches the current search and filters.
2. On the **Compose** step, choose the **Customers** (**Selected** or **All matching**), the **Recipients** (**Primary contact** or **Every contact**) and the **Brand** the email comes from (**Auto — by customer** uses each customer's own brand). A summary line tells you how many drafts will be created and how many customers cannot be emailed.
3. Enter a **Subject** and write the **Message**. Use the **Field** menu to insert *{first_name}*, *{full_name}* or *{customer_name}*; they are filled in for each recipient. Each brand shows its **From** sender and its signature. You can attach up to 5 files (10 MB in total) and insert canned responses.
4. Set the ticket details the drafts should carry: **Assignee** (you, by default), **Ticket status once sent**, **Priority** and **Tags**.
5. Click **Review**. The **Review** step lists how many drafts each brand will get, who will be skipped and why (no contact or email address, a bounced or blocked address, or someone on your Do-Not-Mail list), and lets you step through a preview for each recipient. If a merge field is empty for some recipients, type a fallback word for it here.
6. Click **Create N drafts**. A progress bar shows **Saving drafts… 3 of 12**. Keep the tab open; **Stop** keeps what has been saved so far and lets you **Resume** later.
7. When it finishes, click **Review and send** to open the inbox's **Drafts** view, or **Close**.
Closing the panel before any draft is saved asks **Discard this email?**.
## Export to CSV
The **Export CSV** icon in the toolbar downloads *customers.csv* containing the rows that match your current search and filters and the columns that are currently shown. Use the Prospects scope and the **Prospect pipeline** view, for example, to export your pipeline.
Next: [Create a customer or prospect](./customers-create-a-customer).