### Filtering and Bulk Applying Plans to Customers

1\. Click the **Customers** tab.

2\. The **Customers** tab now includes **five new filters** designed to help you segment and manage customer records more efficiently:

- **Collection Plan**
- **Fees & Incentives Plan**
- **Lifespan**
- **Lifetime Value**
- **Average Monthly Payment**

3\. To use:

1. Apply any combination of filters.
2. Click **Apply Filters**.
3. The table will reload to display only customers matching the selected criteria.

### Multi-Select & Bulk Actions

1\. A new **checkbox column** has been added to the left side of the **Customers** table, allowing you to **select one or multiple customer records**.

Once at least one customer is selected, a **Bulk Actions** button will appear, enabling you to perform actions across multiple customers at once.

2\. Available Actions:

- Apply **Collection Plan**
- Apply **Fees & Incentives Plan**

3\. Once **Apply Collection Plan** is selected from Bulk Actions:

A pop-up will appear prompting you to:

1. Select a **Collection Plan**
2. Choose a **Payment Experience**
3. Click **Confirm & Apply** to update all selected customers

### Bulk Plan Removal Process

1. Open the same pop-up screen.
2. Click the **Remove Collection Plan** button.

3\. A confirmation dialog will appear listing all selected customers.

4\. Click **Confirm Removal** to apply.

5\. Click **Confirm & Apply**

### Apply or Remove Fees & Incentives Plan

1\. Select customers via checkboxes.

2\. Click **Bulk Actions** and select **Apply Fees & Incentives Plan**.

3\. Choose the desired plan or **No Plan** to remove the Fees & Incentives plan.

4\. Click **Confirm & Apply**

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#### Table of contents

Customer Filtering and Bulk Apply Overview

- [Customer Filtering and Bulk Apply Overview](https://support.paystand.com/hc/en-us/articles/40729922748315-Customer-Filtering-and-Bulk-Apply-Overview#customer-filtering-and-bulk-apply-overview-0-0)
- [Filtering and Bulk Applying Plans to Customers](https://support.paystand.com/hc/en-us/articles/40729922748315-Customer-Filtering-and-Bulk-Apply-Overview#h_01K07EQ4FQJA91QAE042T4TK1G)
- [Multi-Select & Bulk Actions](https://support.paystand.com/hc/en-us/articles/40729922748315-Customer-Filtering-and-Bulk-Apply-Overview#h_01K07ER6D3CMMM38EMY28Q1QW4)
- [Bulk Plan Removal Process](https://support.paystand.com/hc/en-us/articles/40729922748315-Customer-Filtering-and-Bulk-Apply-Overview#h_01K07ETSVPSD17GV3FK6A3KZFX)
- [Apply or Remove Fees & Incentives Plan](https://support.paystand.com/hc/en-us/articles/40729922748315-Customer-Filtering-and-Bulk-Apply-Overview#h_01K07EVWPGAC4VWCASPS2NSKAY)