Introduction to Contacts

The Contacts page is your customer list — every consumer who has ordered from you, signed up online, or been registered by your staff, in one searchable place. From here you can look up a customer in seconds, slice your customer base with filters, export a list for analysis, and open any customer's full profile. This guide tours the page so you know what everything does before you dive into the details.

Customers & Loyalty Customer Management Last reviewed 20 July 2026

Where to Find It

In your EasyBiz Console, open the Sales menu in the top navigation and click Contacts .

Every row is one customer. Click any row to open that customer’s full profile — orders, payments, loyalty, and more (see Understanding the Contact Profile ).

What the List Shows

The default columns:

Column	What it shows
#	The customer’s number in your account
Name	Customer name
Phone	Phone number
Email	Email address
Last Order	Date of their most recent order
Orders	How many orders they have placed
Registered	When they became your customer

The list loads 20 contacts at a time — click Load more at the bottom for the next batch. The columns themselves are customizable in your page settings, like other EasyBiz tables.

Finding a Customer

Type into the Search by name or phone box. Both work:

By name — partial names are fine; “tan” finds Tan Wei Ling.
By phone — type the digits in any format; spaces and country codes are ignored.

Filtering Your Customer Base

Filters turn the contact list into a simple customer analysis tool:

Registration place — the sales channel where the customer was first registered.
Registration date — when they joined.
Last order date — great for spotting lapsed customers (“last ordered before March”).

Under More filters :

Total orders — for example, customers with 10+ orders.
Total spent — your top spenders.
Channel mix — whether the customer buys POS only, Online only, or Both POS and online.

Click Clear filters to reset everything.

Exporting Contacts

Click Export contacts to download the current view — the export respects whatever search and filters are active, so filter first, then export. Exports cover up to 5,000 contacts per file and appear in your Downloads area when ready.

Adding Customers

Click Add Contact to register a customer from the Console — the button appears when your access includes customer editing. Customers are also created automatically when they order online or sign up through your online store, and your staff can register customers at the POS and in the staff app. See Adding and Editing Contacts .

FAQs

Why don’t I see the Add Contact button?

Your access level does not include customer editing. Ask your account owner to adjust your access — see Granting the Right Access .

Can I import customers from a spreadsheet?

There is no self-service import at the moment. If you are moving from another system, contact the EasyBiz team about bringing your customer list across as part of your onboarding.

Is there a customer report?

Yes — the Contacts report under Reports complements this page for analysis, and the Export contacts button here gives you the raw list.

Do online sign-ups appear here automatically?

Yes. Customers who register through your online store or place an online order are created as contacts automatically, with their registration place set to that channel.

What’s Next

Open any customer to explore their full profile — Understanding the Contact Profile — or learn how to register and edit customers in Adding and Editing Contacts .