Saturday, January 19, 2019

Report of customers with customer center role access

1. Navigate to Lists > Search > Saved Searches > New.

2. Click Customer as the Search Type.

3. Under
Criteria tab > Standard sub tab > Filter, set the following:

-
Login Access: is True

-
Role: is Customer Center

4. Under
Results tab > Columns sub tab > Field, set the preferred fields.

5. Assign a
Search Title.

6. Hit
Save & Run.

 

 

No comments:

Post a Comment