Customer List
4 min read
The Customers page is your primary working surface for moderation. It’s a searchable, sortable, filterable list of every scored customer in your store with their trust score, segment, key stats, and bulk-action controls. This page covers the full Customers list interface, what each column means, and the workflow patterns the page is designed for.
Location: TrustLens → Customers.
The Columns #
| Column | Description | Sortable |
|---|---|---|
| Checkbox | Select for bulk actions | — |
| Customer | Email address; if hashed-only, shows the masked identifier | — |
| Trust Score | 0–100, color-coded by segment | Yes (default sort) |
| Segment | VIP / Trusted / Normal / Caution / Risk / Critical badge | Yes |
| Orders | Total completed orders | Yes |
| Return Rate | Refunds / Orders as a percentage | Yes |
| Refund Value | Total refund value to date | Yes |
| Disputes | Total chargebacks | Yes |
| Last Order | Most recent order date | Yes |
| Status | Allowlist / Blocked / Normal indicator | — |
| Actions | Inline buttons: View, Block, Allowlist, Recalculate | — |
Columns can be hidden via WordPress’s standard screen-options menu at the top right.
Filtering #
The filter bar above the list supports:
- Segment filter — show only VIP, Trusted, Normal, Caution, Risk, or Critical
- Score range filter — custom min/max score
- Status filter — All / Allowlisted / Blocked / Active
- Has linked accounts — toggle to show only customers with detected links
- Has disputes — toggle to show only customers with chargebacks
- Date range — first-seen or last-order date range
Filters combine with AND logic. The filter state is reflected in the URL so you can bookmark common views (e.g. “all Risk-segment customers with at least one dispute”).
Search #
The search box matches against customer email. Search is partial — typing “smith” finds [email protected], [email protected], [email protected]. For customers without stored emails (post-GDPR erasure), search by hash isn’t supported directly through the UI.
Sorting #
Default sort is trust score ascending — your highest-risk customers appear first. Click any sortable column header to switch sort. Hold Shift while clicking to sort by multiple columns (e.g. segment first, then trust score within segment).
Inline Actions #
Each row has an actions column with quick buttons:
- View — opens the customer detail page
- Block / Unblock — toggles checkout blocking for this customer
- Allowlist / Remove from allowlist — toggles allowlist status
- Recalculate — forces an immediate score recalculation
Inline actions provide undo via a notice at the top of the page after the action completes. Bulk actions are available via the checkbox column — see Bulk Actions.
Common Workflows #
Daily High-Risk Review #
- Filter to Risk + Critical segments
- Sort by trust score ascending
- Click through each customer’s profile, review signals
- Take action: block, allowlist, or note
Finding a Specific Customer #
- Search by email
- If no result, customer may not be in the scoring table yet (sub-minimum orders, very new customer)
- Try searching in the WooCommerce orders list directly
Auditing Recent Activity #
- Filter to a recent date range (last 7 days)
- Sort by trust score change desc — find customers whose scores have moved most
- Click through to investigate the cause
Building a Cohort for Export #
- Apply filters to define the cohort (e.g. all Trusted customers with 10+ orders)
- Select all matching rows (the “select all matching” link appears when filter is active)
- Bulk action: Export CSV
Performance #
The Customers list is optimized for large customer bases:
- All sort columns are indexed in the database
- Pagination is server-side
- The score column reads from the customers table directly, no live calculation
- Filter combinations use composite indexes where available
Stores with millions of customers should still load the list in under 2 seconds. If you’re seeing slow loads, check for plugin conflicts (other plugins hooking into admin_init heavily) or hosting performance issues.
Empty States #
If your customer list is empty:
- No customers have crossed the minimum-orders threshold yet (all are still pinned at score 50)
- Historical Sync hasn’t been run
- Plugin was recently activated and no new orders have been placed
Run Historical Sync to populate the list with past customer data. New customers placing orders post-activation appear automatically.
The Trust Badge #
The segment badge (the color-coded pill in the Segment column) appears in many TrustLens UIs:
- Customers list
- Customer detail page
- WooCommerce orders list (as a Trust column)
- Order edit page (as a meta box)
- Dispute Evidence Reports
Same colors throughout: green VIP / blue Trusted / gray Normal / yellow Caution / orange Risk / red Critical. Once you’ve trained your team on the colors, recognition is instant across the admin.
Privacy #
The Customers list shows email addresses. For customers who have been GDPR-erased, only the hash is shown (raw email is removed from storage). For customers with retained emails, the list is admin-only — frontend visitors never see this data.