Choosing to only see our customers
gathering votes
B
Bradley Williams
If we can have an extra filter that when we are searching for a name/ phone number in the search bar, it would be nice to have an extra filter to only see those who we have worked with. As our contact lists are getting more and more full with folks will similar names it can help us to find our old customers.
J
Jacob Coleman
gathering votes
J
Jacob Coleman
Hi Bradley, thanks for the feature request! Just to make sure I'm understanding the issue - you have store or team data access, but sometimes you want to search only customers who are assigned to you?
B
Bradley Williams
Jacob Coleman: Yes, this should help with both finding our already sold customers that we would like to reach back out to. And help us to find those that are current customers that have the same name, without having to sift through 15+ others that have the same name.
J
Jacob Coleman
Bradley Williams: That makes sense! Thank you for clarifying!
B
Bradley Williams
Jacob Coleman: No worries, please let me know if you have any other questions!