Klantenbestand kunnen filteren/Be able to filter the customer file
planned
Kaat Lavaerts
Filtering by “blocked from online booking” would also be useful --> to check whether all those customers should still be blocked.
L
Lisette van den Oord
In addition to deleting, I would also like to be able to filter the customers themselves, for example, how long they haven't been or what treatment they came for. For example, I can come up with a customized campaign for top customers in the past.
Now that can be done automatically, but then it's the same action for every 'lost' customer.
S
Sven Cornelis
It is now possible to have all inactive customers automatically removed after 2 years of inactivity via
Settings > Customer > Advanced > Automatically remove customers after 2 years of inactivity.
Another very nice improvement that should ensure that the customer base can remain organized 👍
B
Barbara
Easy to find duplicates by name/email etc...
but also, for example, easily find fiches that are too short for a specific field, e.g. all fiches without an email address, without a family name, etc.
for Els Vijverman
B
Barbara
Merged in a post:
Delete customers in by filter
S
Sven Cornelis
Is it possible to remove/remove all men from my list and, if possible, also do an excel export in excel or csv form?
B
Barbara
Merged in a post:
filter
Gilis Ilse
You can easily filter the customer base yourself and then export them.
For example, customers can filter by:
- approved or blocked
- certain treatment
...
S
Sven Cornelis
planned
S
Sonja Groven
or be able to filter before mailing, such as at the dentist
B
Barbara
Or to be able to find new customers quickly. (Marja Van der Linden)
L
Luc Beeldens
indeed, not only to remove customers but also to be able to create a customer list of times without a certain service or sale.
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