Find, maintain, and delete customers

Open Customers and search by name, email, phone, or another available field.

Open the tag filter and select one or more tags. The tag filter works together with the search query. If no results appear, clear the tag filter before changing the search.

Distinguish anonymous visitors, self-reported profiles, and authenticated customers. Open the detail view to review conversation history; contact-history access is a separate permission.

Update fields, tags, and team notes when permitted. Changes appear in the customer panel of related conversations.

With the Delete contacts permission, you can delete a record from its detail view. Deletion removes its linked conversation associations and cannot be undone, so confirm the identity first.