The customer overview is your central entry point into customer management. Here you see all customers at a glance, narrow the list via filters, configure the displayed columns, start mass operations and export the data. You open the overview via Customers in the main menu.
Note: The customer overview is available in ZEP Compact and ZEP Professional, not in ZEP Clock. Which columns, filters and mass operations are visible depends on the product line and the booked add-on modules.
The Customers menu item is visible to administrators, employees with the Controller or User with additional rights role and to department managers (with the Locations and Departments module).
Filter and search
The list shows all active customers by default. Via the filter section above the table you narrow the selection. After each change, click Execute to rebuild the list.
Available filters:
Department — show customers of one or more departments (with the Locations and Departments module).
active / inactive / All — switches between purely active customers, exclusively inactive ones or both combined.
Search term — full-text search regardless of capitalization across customer number and name.
Industry — one or more industries plus the special selection WITHOUT for customers without industry assignment.
Categories — one or more categories, optionally with AND or OR logic.
Customer manager — filter by one or more responsible persons.
Country code — only visible with the Accounting Export module.
VAT — VAT rate as filter (in all lines except ZEP Compact Light Basis).
Discount period — day range as filter.
Payment term — day range as filter.
Show Salesforce customers only — only with the Salesforce module.
Show HubSpot customers only — only with the HubSpot module.
Frequently used filter combinations can be saved as favorites via the star icon and called up again with one click.
Tip: To display former customers, switch the active/inactive filter to inactive or All. Otherwise the list hides these customers.
Table configuration
The customer list can be tailored individually per user — which columns are visible, in which order they appear, how sorting works and which letter selection is currently active.
Via the gear icon at the top right of the table you open the configuration dialog Configure Table Columns. Here you can make the following settings separately for the HTML view in the browser and for the CSV export:
Show and hide columns — by checkbox you define which columns are visible. The mandatory columns customer number and name remain visible at all times.
Change order — by drag & drop you move columns to the desired position.
Sorting — a click on a column header toggles between ascending and descending. Holding the Shift key sorts across multiple columns simultaneously.
Column width — drag the divider between two column headers with the mouse to adjust the width.
Persistence — column selection, order, width and sorting are stored per user and become available again at the next login.
Which columns are available at all depends on the product line and the booked add-on modules. Columns such as price tables, machine-readable format or Leitweg-ID only appear with the respective modules (Revenue and Costs, Invoicing). With the Locations and Departments module the department column is added, with Accounting Export the debtor number.
Directly above the table you find the alphabet row: a click on a letter narrows the list to customers whose name or customer number begins with this letter. The active letter is displayed slightly larger and without underline. A click on All removes this restriction again.
Jump behavior of the table: a click on the customer number opens the respective customer directly. A click on the customer manager jumps to the menu of the respective employee. A click on the name of a contact person opens the contact list of the customer.
Note: The default sorting is by short form. Numbers and special characters are sorted before the letter A; German umlauts (ä, ö, ü) are sorted after Z.
Mass operations
Via the checkboxes in front of the rows you select one or more customers. As soon as at least one customer is marked, you open the mass operation via the actions menu above the table. Which actions are visible depends on your role and the booked add-on modules.
Standard scope in all product lines with customer management:
Change data — set common values for several customers in one step: industry, VAT, country code, automatic invoicing, discount period, payment term, active / inactive.
Add categories — apply one or more categories to all selected customers. Option: remove already assigned categories first.
Remove categories — remove one or more categories from selected customers simultaneously.
Add customer managers — apply one or more persons as customer managers to all selected customers. Options: customer manager may edit customer and customer manager with budget responsibility.
Remove customer managers — remove selected persons from the customer manager list of multiple customers simultaneously.
With add-on modules additional actions are unlocked:
Change department assignment — assign several customers to a new department (with the Locations and Departments module).
Change machine-readable invoice format — set formats such as XRechnung or ZUGFeRD for several customers in one step (with the Invoicing module).
Note: An action always affects only the currently selected customers. The selection is retained between filter changes — always check which customers are marked before a mass action.
Export
From the customer overview you export the current selection in two ways. Both consider the active filters and the currently visible columns.
Table export
Directly on the customer list you find an export icon on the table. A click opens the format menu with the options:
CSV — structured separator format, according to your settings under Configure Table Columns > CSV.
Excel — direct download as XLSX for further processing in Microsoft Excel, Google Sheets or LibreOffice Calc.
Useful for handover to external tools such as marketing platforms, accounting or for creating individual reports.
Export via the preview
Next to the Execute button above the table you find the Preview. It opens the current customer list with all visible columns directly in ZEP. Via the format selection field in the preview you switch to the desired output format and then download the document locally. The following output formats are available:
PDF — for printing and sending
DOCX (Microsoft Word) — for further editing
ODT (OpenDocument) — for LibreOffice, Pages or other office programs
Tip: For more in-depth customer-related evaluations — such as revenue, profitability or plan/actual — use the Customer Reports.