10-24-2023 01:26 PM
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.
Solved! Go to Solution.
10-24-2023 02:00 PM
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)
10-24-2023 02:10 PM
You could also do a search by customer and tag in the search screen then export your results to an Excel sheet.
10-24-2023 02:00 PM
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)