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Matt Frowe

Adhésion le 13 mai 2021

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Dernière activité le 27 oct. 2021

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Matt Frowe a ajouté un commentaire,

CommentaireCustomer management and profiles

I'd be interested to know the answer to Josh's question as well. This strikes me as a good idea that was never really built out enough to become useful for most practical purposes. 

Afficher le commentaire · Publication le 07 mai 2021 · Matt Frowe

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Matt Frowe a ajouté un commentaire,

CommentaireCustomer management and profiles

Hi there, apologies if this has been asked before, but is there any way to define a customer list based on data held about the Organization that the customer belongs to? 

For example, in our setup it is the Organization that is (e.g) VIP rather than the particular individual. If I want to create a list of VIP customers, I need to filter based on whether their Organization has that VIP flag set (not them individually). 

So far I've only found the option to filter for 1 or more specific organizations, rather than all organisations with a particular attribute. 

Is this possible with Customer Lists? Or perhaps via another means?

Thanks!

Afficher le commentaire · Publication le 18 janv. 2021 · Matt Frowe

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