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Custumers category creation

on 8/18/13, 8:35 PM 1,040 views

hi, please i would like to know ho to seperate custumers in category, since we have two type of custumers, the first group should only appear in crm->custumers only and vice versa to avoid having a huge list of custumers when searching ,my first attempt is to add a tag to different custumers to seperate them, for example the crm custumers have the tag name Mass mailing is it correct to achieve this with tags ?? and my second question how to set default search keyword for example if i click on sales -> custumers how to set the default value of search box to for example crmOnly tag thanks.

Viktor Aditya
On 8/20/13, 8:25 AM

I think the easiest way is to set a different filter for both category...

first, you need to make an advanced search to filter the customer that you want to display.. then click the search box dropdown, choose "save current default".. you can make this filter as default in Leads menu (in example) or the other menu...

thank you this solution solved my problem

on 8/27/13, 8:28 PM

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Asked: 8/18/13, 8:35 PM
Seen: 1040 times
Last updated: 3/16/15, 8:10 AM