Customer Filters
Filter customers by contact details, communication history, activity dates, and workflow status.
5 articles
- How to Find Customers Missing Contact DetailsUse this filter to find customers with no email or phone number saved in their profile.
- Filter Customers by Email Sent and Email ReceivedSearch Customer emails by subject or body using “Email Sent/Received Content” with the Contains operator.
- Filter Customers by Last Company Communication Date Sent to ThemFind customers with no emails or calls from your team within a specific date range.
- Filter Customers by Customer Group Workflow StatusFilter customers based on whether their customer group is part of an active workflow.
- Using Custom Fields and Columns for your dataCustom fields allow you to extend your invoice data with company specific information beyond Kolleno's standard fields