Create a customer list of our commercial salesman's customers

scott103
New Contributor

How do i create a list of our commercial salesman's customers? I tried sorting by tags but ST does not have a sort by tags option.

1 ACCEPTED SOLUTION

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Create a report on the customer dataset in reports 2.0 and filter it by tag! (If you have the customers tagged how you want)


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

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2 REPLIES 2

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You could also do a search by customer and tag in the search screen then export your results to an Excel sheet.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Create a report on the customer dataset in reports 2.0 and filter it by tag! (If you have the customers tagged how you want)


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions