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HELP......how do I make a report for one customer with several properties

Last post 03-23-2017 2:17 PM by Method_Morty. 1 replies.
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  • 03-06-2017 11:40 AM

    HELP......how do I make a report for one customer with several properties

    Reply Contact

    I need to make a reprt for a single costomer that has several properties and several sevices  but Ineed to filterout a single service, not all my customers and services .....help

  • 03-23-2017 2:17 PM In reply to

    Re: HELP......how do I make a report for one customer with several properties

    Reply Contact

    Hey Kevin, 

    Are your single customer's properties and services organized by jobs/sub-customers? (ie, Business:Property 1)

    -- Morty

    Morty Barighzaai
    Customer Success Manager
    Method:CRM
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