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ptype: Payment Type Filtering
Answered
We would like to be able to filter payment type in the Lead Keyword's box
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We would like to be able to filter payment type in the Lead Keyword's box
We don't have a way to add that filter but you can create a custom report with a payment type column and any other column you'd want to go with it.
You could also filter this report and export it if you'd like. If you have any other question et us know.
We don't have a way to add that filter but you can create a custom report with a payment type column and any other column you'd want to go with it.
You could also filter this report and export it if you'd like. If you have any other question et us know.
We do that already and pull all the payment types.
She chooses filter - Has Payments - Goes to 5/21/18 - It shows everyone who made payments. It is in the keyword filter on the lead screen where want ptype to be an option.
We created a report that shows all payment types. We want to break it down to only "credit" as an example.
If this doesn't make sense give me a call 419-339-9701 x207
We do that already and pull all the payment types.
She chooses filter - Has Payments - Goes to 5/21/18 - It shows everyone who made payments. It is in the keyword filter on the lead screen where want ptype to be an option.
We created a report that shows all payment types. We want to break it down to only "credit" as an example.
If this doesn't make sense give me a call 419-339-9701 x207
Nevermind. Sounds like this isn't going to possible
Nevermind. Sounds like this isn't going to possible
Yeah, we don't currently have a way to add this filter but I'll add this to our product development system and we'll look into adding this as a feature in the future.
Yeah, we don't currently have a way to add this filter but I'll add this to our product development system and we'll look into adding this as a feature in the future.
Thanks
Thanks
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