> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.claruswms.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using the Customers Data Grid

> How to view, add, export, edit, and delete customer records using the Customers data grid.

## Overview

The Customers screen lets you view, add, export, and manage customer details. By default, you see **ID**, **Code**, and **Name** columns, but you can customise the layout.

## Viewing and managing customers

<Steps>
  <Step title="Access the Customer screen">
    From the left-hand menu, click **Customers** to display all customers.
  </Step>

  <Step title="Customise columns">
    Click any column heading to sort alphabetically. Use the **Column Manager** to add or remove columns.
  </Step>

  <Step title="Add a new customer">
    Click **+New**, enter the customer's **Name**, **Contact information**, and **Address**, then click **Save**.
  </Step>

  <Step title="Export customer data">
    Click the **Export** button at the top of the screen to download an Excel file with all customer data.
  </Step>

  <Step title="View and edit a customer">
    Click **Show** next to a customer's name. Hover over any field to edit it, then click **Save**.
  </Step>

  <Step title="Revert changes">
    If you make a mistake, click **Revert** before saving to discard unsaved changes.
  </Step>

  <Step title="Delete a customer">
    Open the customer's **General Info** screen and click **Delete**.
  </Step>
</Steps>

<AccordionGroup>
  <Accordion title="Can I export the customer list?">
    Yes. Click the **Export** button to download an Excel file with all customer details.
  </Accordion>

  <Accordion title="Can I undo changes before saving?">
    Yes. Use the **Revert** button to discard any unsaved changes.
  </Accordion>
</AccordionGroup>