Directory page – Overview of all customers 

The Directory Page in the Customer module serves as a centralized hub for managing and exploring all customer profiles in the POS system. It provides a table view of customer records and offers tools for navigation, filtering, and data view customization.

To access the Directory, select the Directory from the left side navigation menu. 

Directory overview

The Directory displays all customer profiles that have been created within the system on an account level, either manually or through imports. The information shown in the table view. Each row represents a single customer and includes fields such as:

• Full name

• Phone number

• Email address

• Last transaction date

• Customer status
  
  
  

Clicking on a customer row will redirect you to the Customer details page, where you can view or edit more specific information.

 

Search & Filter Capabilities

The customer directory includes a simplified search tool that allows users to locate customer records using a single input field. This search is powered by Azure Semantic Search, which enables intelligent matching based on meaning rather than exact keyword match.

 

How the search works

At the top-left of the customer directory page there is a single search field. It accepts free text input and searches across only three fields in the customer profile

 

• phone number

• customer name

• email address

 

The use of semantic search means that results are based on contextual relevance. For example, searching for “anna.g@” or “anna grace” may still return Anna Grace with the email anna.grace@example.com, even if the search input is incomplete or slightly different.

 

Key capabilities

• single input field - clean and minimal user interface

• semantic matching - understands similar terms, misspellings, and partial entries

• real-time updates - results appear as you type

• name and email focused - optimized for finding individual customers quickly

 

Limitations

• search is limited to customer name, phone number, and email address only

• advanced filtering is not available in the current interface

Pagination and Performance

To maintain a clean and responsive interface, pagination is applied automatically to the customer list. Instead of loading all records at once—which can slow performance—customers are displayed in batches. Use the navigation arrows or page numbers at the bottom of the table to move between pages.

This approach:

• Improves loading speed

• Reduces scrolling

• Keeps the UI clean and manageable even for large databases
  
  

Table customization

The Directory table is interactive and fully configurable to meet individual preferences. Key features include:

• Column configuration
  You can show/hide columns using the Column Settings ( table column icon). Select only the fields relevant to your daily operations.
  
  
  
  

• Sorting
  Click on any column header to sort the table in ascending or descending order.
  
  

• Responsive layout
  The table adjusts to your screen size and may collapse less critical columns on smaller displays for clarity.
  
  

 

 

Export Customers to CSV

The Directory page includes an Export function that allows you to download customer data in a CSV file format. This is useful for:

• Backing up customer records
  
  

• Conducting offline analysis
  
  

• Preparing mailing lists or segmented campaigns
  
  

To export customer data:

1. Use filters to narrow down the list if needed (optional).
   
   

2. Click the Export or Export to CSV button (located near the top-right corner of the table).
   
   

3. The file will automatically download in .csv format, containing only the currently visible or filtered customer records.