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Matt Frowe

已加入2021年5月13日

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最后活动2021年10月27日

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评论Customer 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. 

查看评论 · 已于 2021年5月07日 发布 · Matt Frowe

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评论Customer 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!

查看评论 · 已于 2021年1月18日 发布 · Matt Frowe

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