Is it possible to group customers by category
Awashington1977_ Member Posts: 2
We provide different services to customers and usually this is done quarterly basis or on a regular set schedule. It would be very helpful to me if I was able to categorize customers by the type of service they receive. For instance all commercial pest svc in a group, termite treatments in another and mosquito misting system customers in a group. Does anyone know if this its possible and if so can you please explain how to do that? I've not been able to figure it out yet. I appreciate any input or suggestions given Thanks!