Łukasz Strumiński|Created: 22/06/2026|Updated: 22/06/2026Was this article helpful?
The Customers tab in the Thulium system contains a list of CRM records covering companies and individuals with whom communication is conducted. It is a central place for collecting customer data to support agents in their daily work. With a complete set of information such as contact details and assigned notes, agents gain quick and easy access to the context necessary for professional service.
To view CRM records, start your search by using filters or use a search engine for this purpose
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Each record is described by the following default columns:
If there are multiple phone numbers or email addresses assigned to a customer, this information is indicated by the symbol .
By expanding , you can describe CRM records with additional columns:
Columns can be expanded by clicking the left mouse button on the edge and moving the cursor.
To change the order of fields, click on the field and then move it left/right.
By hovering over the customer's name, you can preview the record data:
Clicking on the customer name will take you to the specific customer card.
Persons or companies can be searched for using a search engine that searches by:
To select a search parameter, click on the search engine .
From the drop-down list, select the filter you are interested in, which will be applied after entering a value in the search field.
The search engine can also search by custom fields or custom field groups provided that the appropriate attribute is assigned to that field:
By pressing Ctrl + Shift + f, you can quickly open the search engine and enter a keyword.
Within the same search, you can use the available shortcuts:
If you search for a customer only by email address or phone number and no results are found in CRM, you can search the contact history for the specified data:
After clicking, a temporary customer card from outside the CRM will appear with the contact history for the given number/email address.
Additionally, for more advanced searching of CRM records, use the advanced filters.
Advanced search is useful for large and complex customer databases – it allows you to quickly find a person or group of people, e.g. from the same province.
Available filters:
After selecting the filters, the selected customers will automatically appear in the CRM list.
Clicking on will remove all selected filters.
If you frequently use a specific type of filter, you can save this setting. The next time you want to search for customers in the same way, simply select the pattern. How do you do this? After selecting the filters, click on the filter slider , and then select
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In the window, enter the name of the filter and decide whether it will be visible to everyone or private. At this stage, it is still possible to modify the saved filter set. After selecting them, confirm your selection by clicking .
The created filter will appear below the slider, divided into Public and Private filters.
To edit existing filter sets, click on the symbol, then click:
A previously defined set of public/private filters can be set as default:
Right-clicking on a record brings up a context menu with functions such as:
The action menu above the CRM list includes the following options:
Additionally, after clicking on the checkbox for a record or records, the following options are available:
To export the customer list with selected filters to csv/xlsx, click .
In the case of “selected columns” exports, only those columns that are currently visible as active in the CRM list are taken into account.
To send a link to a given customer list with selected filters to another user, click on .
The function keys can be displayed by clicking on .