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January 2020
January 2020
Hi There
As per the title, I'd like to know how to quickly see a list which customers are set to Pricing Level A, and which are at Pricing Level B etc.
So far, I can only find this field in the Customer Detail report, but firstly I cannot filter or sort by this field, and it's frustratingly one customer per page.
Solved! Go to Solution.
January 2020 - last edited January 2020
January 2020 - last edited January 2020
Hi @Meegies
The easiest way I know how to see that information in bulk would be to export out the card information:
Instructions on the export data process with screenshots as well as a video of the process can be found on Help Article: Exporting data. However, I've recorded the process below for you:
This will provide you with a text file that can be saved on the computer that contains a list of that information. This file can be opened in NotePad or Excel or a similar product to view that information.
January 2020
January 2020
Thanks.
I had been hoping for a solution that didn't require having to do data gymnastics. But such is MYOB.
Appreciate the time taken.
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BareBeauty
3 weeks ago
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