I would like to sort my Customer list by "Key Firms". How do I tag a Customer as "Key Firm"?
Thank you!
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I would like to sort my Customer list by "Key Firms". How do I tag a Customer as "Key Firm"?
Thank you!
Hi Robert,
first you need to categorize your customer by adding 1 or more 'tags' to them (see screenshot)
Subsequently you can filter your customer list on 1 or many tags
If you want to be able to sort by tags you will need to add the 'tag' field to the customer search view
أنشئ حساباً اليوم لتستمتع بالخصائص الحصرية، وتفاعل مع مجتمعنا الرائع!
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