Customers
Search and manage customer records in Tourpaq Office. Filter customers, open profiles, send email/SMS, export lists, and segment by newsletter status.
Permissions: This customer management (CRM) module is typically available to Administrators (or users with equivalent customer-management rights).
Overview
The Customers page is your starting point for customer search and CRM work in Tourpaq Office.
From here you can:
Search and filter customer records (CRM database)
Open a customer profile to view or update contact details
Select one or more customers to send email or SMS, or export a list
Export a customer list (often to Excel, depending on setup)
Check newsletter subscription and communication consent
Typical workflow
Search and filter customers
Quick search
Search Customer searches across customer CRM records (for example name, email, or phone — depending on your configuration).
Common filters
Use these when you know a specific detail:
Customer No (fastest when you have the customer ID)
First Name / Last Name
Company
Email / Phone / Mobile / Fax
Contact (filters by a registered contact person, if used by your organization)
Ev Phone (often used as an evening or alternative phone number)
Address and location filters
Use these when you only know where the customer lives:
Address
City
Zip Code
Country
Booking-related filter
Departure Period (Start / End): filters customers based on the departure period connected to their bookings.
Advanced filters
Depending on your setup, you may also see additional filter areas such as Users, Transports, and Hotels.
If an area has an Edit option, it usually means the filter can be configured (for example, selecting which users or items to include).
Filter controls
More filters: shows additional filter fields.
Clear: resets all filters back to default.
Display: changes how results are shown (for example, list view), depending on your configuration.
If you get too many results, add one more filter (for example Country + Last Name) instead of scrolling through the full list.
Customer list (results)
After you search, the results appear in a table.
Key columns
Customer No: the customer’s unique ID. Click it to open the customer profile.
Customer Name: full name.
Email / Phone: primary contact information.
Country / Zip Code / City: location details.
Newsletter: indicates newsletter subscription status (the icon shown depends on your configuration).
Selecting customers
Use the checkbox on the left side of each row to select customers for bulk actions (email, SMS, export). Available actions depend on your permissions.
Customer actions
Once you have results (and have selected one or more customers), you may have access to these actions:
Send Email: send a message to the selected customers.
Send SMS: send a text message to the selected customers.
Export: export the filtered customer list (usually to Excel; available formats depend on your configuration).
Show Schedules: generate a list based on predefined schedules/filters (if your organization uses scheduled customer lists).
Tips
Sort the list: click a column header (for example Customer Name or City) to sort.
No results: click Clear and try again with fewer filters.
Newsletter segmentation: use the Newsletter column/filter to build campaign lists.
Data quality: if you find duplicates, use Merge customers to clean CRM data.
FAQ
I can’t find a customer. What should I try?
Click Clear to remove all filters.
Try searching by Email or Phone (these are usually more reliable than names).
If the name might be misspelled, try a shorter search (for example only the last name).
If the customer still doesn’t appear, they may not exist in your database yet, or your permissions may limit what you can see.
What’s the difference between “Search Customer” and the other filters?
Search Customer is a quick, broad search.
The other fields (like Customer No, Email, City) are more specific and usually help you narrow results faster.
What is “Customer No”, and why should I use it?
Customer No is the customer’s unique ID in Tourpaq. If you have it, it’s typically the fastest and most precise way to find the correct customer.
Where do I see more information about a customer?
Click Customer No in the results list to open the customer profile.
See: Customer Details
Why can’t I see “Send Email”, “Send SMS”, or “Export”?
These actions depend on:
Your user permissions/role
Your organization’s system configuration
If you believe you should have access, contact your administrator.
What does “Newsletter” mean in the list?
The Newsletter column shows whether the customer is subscribed to your newsletter. The exact icon/indicator may vary by configuration.
What are “Contact” and “Ev Phone” used for?
Contact: filters by a specific contact person (commonly used for B2B customers or when a company has multiple contacts).
Ev Phone: often used as an evening or alternative phone number.
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