Customer List View
Customer List View
Search and Filter
Search Functionality:
- Search by customer name
- Real-time filtering as you type
- Results update immediately
Customer Table
The main table displays key customer information:
| Column | Description |
|---|---|
| Customer Name | Legal name of the customer (clickable to view details) |
| Customer Source | Integration source where customer originated |
| Customer Type | Classification badge (editable dropdown) |
| Jurisdiction | Tax jurisdiction with country flag |
| State/Region | Geographic location within jurisdiction |
Customer Type Classification
Customer types are visually distinguished and editable directly from the table:
- Retail - Standard retail customers
- Marketplace - Platform or marketplace sales
- Reseller - Wholesale or reseller customers
Editing Customer Type:
- Click the customer type badge dropdown
- Select new type from menu
- Changes save automatically
- Visual feedback confirms the update
Expandable Exemption Details
Each customer row includes an expand button (▼) that reveals exemption information:
Exemptions Sub-Table Shows:
- State/Region - Geographic scope of exemption
- Exemption Type - Classification of tax exemption
- Exemption Status - Active or Inactive
- Start Date - When exemption becomes valid
- End Date - When exemption expires (if applicable)
Quick View Benefits:
- See exemption status without leaving the list
- Quickly identify customers with active exemptions
- Verify exemption validity periods at a glance