05-04-2023 05:26 AM
Hey all, is there a spot in Service Titan anywhere that you can click and find a list of all customers that are logged in Service Titan? I am wanting to find something that will show me every customer we have listed.
Thanks!
05-04-2023 06:25 AM
Hi @Tierra1011! If you go to the search function (magnify glass icon) > select " Customer" in the drop-down > select the green search button that should show you all of your active customers and can be exported if needed! You can adjust the filters as needed.
Another option would be to go into the reporting section and look for the report "Customer List" and adjust the filters as needed!
05-04-2023 07:00 AM
Thank you! I will try that!