Hi,
For years we've been adding Clients and contacts. For an Event were planning we would like to send out invetations to our Retail clients.
I have made a smart group. That works, but when Exporting Clients I get a list of All clients.
The Category is not added to this.
Does anyone know how to accomplish this?
Thanks,
Gerard
You can create a custom summary with a client tier, and choose to "include tiers totaling zero". This way you'll have simply a list of all clients, which you can then sort/filter however you'd like and you can display whatever fields you'd like as well. Please see more about summaries at:
https://oranged.zendesk.com/entries/26065416-Custom-Summaries
