show blacklisted cutomers along with customer notes

Cindy B. shared this question ago

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I tried using AI but it could not create a workable report filtering the customer list to show only customers who have been blacklisted along with a column showing the notes why we are blacklisting them. I can use the custom preset filter blacklisted and that does show just those customers who have been blacklisted but I can't find a way to do the same thing AND show my customer notes also. Does anyone know how to do this?

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Cameron K. ● 19 days ago

I have created a report that you can run on your customers page that shows blacklisted customers as well as the customer notes! This report is called Blacklisted Customers and it has the blacklisted filter attached to it. If you need to add any more information to this report you can do so by going to Settings-->Reports-->Select "Blacklisted Customers".

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Cindy B. ● 4 days ago

I looked under "Reports" and don't see one listed called "Blacklisted Customers" like in your picture

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Jen H. ● 4 days ago

It's under the customer not the lead.

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Cindy B. ● 31 hours ago

Thanks Jen! Question, thinking about going back and adding in customers that we blacklisted before IO and notes as to why we blacklisted them so those people will never be allowed to autobook (when we get that working). I want to spend as little time inputting info as possible. What is the bare minimum does this blacklisted list look at if any of those people try to book in the future? Can I just do name and address for example or do I need phone number and email too? or even other info?

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Jen H. ● 30 hours ago

Name would be fine, people move and get new numbers and email addresses, so just the name is fine.

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