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Complete novice looking for some help on creating a view of customers

  • 11 September 2023
  • 3 replies
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hi, i am looking for some help on how i get a view or list of all Customers added to the system, rather than conversations, any advice would be appreciated

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Best answer by amanda.rothbard 12 September 2023, 20:54

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Userlevel 4
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Hey @BANKIFI JO 👋 Thanks for asking your question in the Community!

What you’re looking to do can be done with a Search.

Specifically:

Show Customers that match: and then the operations Customer Created At is set

 

I hope this is helpful, and let me know if you have any questions.

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Brilliant, thank you!

Userlevel 4
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You’re so welcome @BANKIFI JO

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