How Do I Create Custom Filtered Lists?
To further customize your lists, FetchRev allows you to create your own filtered lists. For example, if you want to filter a list by customers who have made purchases in the last 30 days, you can create that list:
- Select the Add Customer drop-down and choose Create Filter
- Name your filtered list and choose from multiple parameters
- Click Save Filtered List
- Your list will appear in the Filtered Lists section on the left-hand side of your Customers tab
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