Skip to content

Customer List Performance

Fast search and filtering with optimized queries

Overview

The customer list loads quickly even with thousands of customers by using optimized database queries, server-side search, and efficient filtering. Search by name, email, phone, or address to find customers instantly without waiting for full table scans.

How Search Works

When you type in the search box:

  1. Query runs on the server - Not in your browser
  2. Searches multiple fields - Name, email, phone, address, city
  3. Returns up to 500 results - Prevents overwhelming the UI
  4. Separate queries for homeowners and businesses - Runs in parallel for speed

What Gets Searched

For homeowner customers:

  • User name
  • User email
  • User phone

For business/builder customers:

  • Company name
  • Company email
  • Company phone
  • Company address
  • Company city
  • Contact name
  • Contact email
  • Contact phone

Performance Optimizations

Parallel Queries

Customer search runs two queries simultaneously:

  • Homeowner search - Finds individual customers
  • Company search - Finds business and builder customers

Results are combined and returned together, cutting search time in half.

Result Limits

  • 500 homeowners max per search
  • 500 companies max per search
  • 1000 total results max displayed

If your search returns more than 500 matches in either category, refine your search term to narrow results.

All searches ignore capitalization, so "john smith", "John Smith", and "JOHN SMITH" return the same results.

Filtering

By Customer Type

Use the filter dropdown to show:

  • All customers - Default view
  • Homeowners only - Individual residential customers
  • Builders only - Construction companies
  • Businesses only - Commercial customers

By Status

Filter by:

  • Active - Current customers
  • Inactive - Archived customers
  • All - Both active and inactive

Pagination

The customer list shows 10 customers per page by default. Use the page size dropdown to show 25, 50, or 100 per page.

Tips

  • Be specific in search - Searching "john" returns all Johns, "john smith 512" narrows to specific matches
  • Use partial phone numbers - Search "512" to find all customers with 512 area code
  • Search by city - Find all customers in a specific location
  • Filter before searching - Select customer type first to reduce result set

Questions

Q: Why doesn't my search return all matching customers? A: Search is capped at 500 homeowners and 500 businesses to keep the list fast. Refine your search term to narrow results.

Q: Can I search by address? A: Yes - address and city are included in business/builder customer search, but not homeowner search (since homeowners link to properties separately).

Q: Why is search so fast? A: Server-side queries with database indexes, parallel execution, result limits, and case-insensitive matching keep searches under 200ms even with large customer databases.

Was this helpful?
Contact Support →