Saved Customer Search

We've added a powerful custom saved customer search to the software. This allows you to run searches based on various criteria such as customer custom fields, tickets, assets and more.

To start, hit the "plus" sign here:

This will reveal the Saved Customer Search module:

Here you can click "New Search" to create a new customer list:

You can enter a Search Name, select the criteria for the search from the list below, then save the list. Once saved, you'll get a count of how many customers are in the list.

You can then click that search anytime to pull up that list from the Customer page, you can export to a CSV for use elsewhere, and you can also use this as distribution list in the Marketr module.

Feedback and Knowledge Base