How can I manage my customers in Column?

Managing Customer Lists

You can find a list of all customers and organizations who have placed notices in your newspaper — or whose notices you've uploaded into the system — in the Customers section of My Organization settings.

Customers appear in the Customers table after you have confirmed the customer's first notice placed in your newspaper. If you manage multiple newspapers, customer lists are distinct across newspapers in your organization.

In the Customers table, you can also see organizations that have placed notices with your paper. Like individual customers, organizations appear only once you've confirmed notices from the organization. 

Both customers and customer organizations are searchable by name. You can also download a list of all individual customers by clicking "Download All." This saves a spreadsheet of all customers to your computer, making it easy to send mass email lists to all your public notice customers and export data to other systems.

Editing an existing customer or customer organization

You can make changes to a customer's information and settings by clicking on their name in the Customers table. This article has more information.

Managing and collecting invoices

To view all invoices per for a customer, you can head over to the Invoices page. Here, you can see all invoices for a customer and use the Invoice Type filter to filter on legacy bulk invoices.

By default, you will automatically see all invoices for customers and customer orgs who have placed notices with them.

Clicking the download will bulk download invoices based on the current search results.