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Additional Customer Search fields

It would be very helpful to be able to create customer searches that can search against contracts as well as recurring invoices based on what line items are included.

For example, I want to send an email blast to all customers on a certain level of monthly service agreement. Ideally, I would create a search filter that says "find any customer with a [recurring invoice / general subscription / ...] with [this/these product(s)] as line items".
Or, "find any customer has a contract with [word/phrase] in the name."

Some basic boolean logic would help too to allow multiple inputs separated by an AND/OR.

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Dan Illausky shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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