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Customer Center: Overview & Navigation

Customer Center is your central hub for viewing and managing customer records in Auction Flex.

Updated over a month ago

The Customer Center is the central location for searching and accessing customer records in Auction Flex. It is a comprehensive and ever-growing database of all customer interactions with your auction house. Unlike other parts of the software, it is not auction-specific. Each customer—whether buyer, consignor, or both—has one unified record.

From this screen, you can search, filter, and open individual customer profiles to view detailed information or make updates.

How to Open the Customer Center

To open the Customer Center:

  1. Launch Auction Flex.

  2. From the main menu, select Customer Center.

This will display a list of all customers in your database.

Search and Filter Tools

You can search for customers using a variety of fields:

  • Customer Code

  • First Name / Last Name

  • Company

  • Phone Number

  • Email Address

  • City / State / Zip

  • Bid Card Number (Reserved or Permanent)

Partial entries are accepted, and Auction Flex will return all matching results.

Tip: Use multiple fields to narrow down your search results quickly.

Understanding the Customer List

Search results are shown in a table that includes key customer details such as:

  • Name

  • Phone Number

  • Email

  • Company

  • Last Activity Date

Double-click a row to open the full customer record.

Saved Views and Filters

At the bottom of the screen, you can access any saved views or filters you’ve created. These are useful for segmenting customer types, such as bidders, consignors, or buyers, and can streamline tasks like outreach or marketing.

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