{"id":1004,"date":"2016-07-05T12:09:01","date_gmt":"2016-07-05T12:09:01","guid":{"rendered":"http:\/\/www.portatour.com\/blog\/users\/en\/?p=1004"},"modified":"2016-07-05T12:09:01","modified_gmt":"2016-07-05T12:09:01","slug":"additional-filters-for-customer-search","status":"publish","type":"post","link":"https:\/\/www.portatour.com\/blog\/users\/en\/2016\/07\/05\/additional-filters-for-customer-search\/","title":{"rendered":"Additional filters for customer search"},"content":{"rendered":"

The extended customer search<\/strong> has been enhanced by three additional filter options with today’s update. Click Extended<\/strong> in the Customer<\/strong> menu to go to the filter settings:<\/p>\n

\"\"<\/p>\n

Upcoming appointment<\/strong>: Select “present<\/strong>” to obtain only those customers with at least one uncompleted\u00a0fixed appointment on the same day or in the future. On the other hand, select “none<\/strong>” to obtain those customers without future appointments.<\/p>\n

Reservation<\/strong>: Select “present<\/strong>” to obtain only those customers who have a reservation (“include in schedule”) \u2013 irrespective if they have already been included in the schedule or not. Select “none<\/strong>” to obtain all customers without reservations.<\/p>\n

In schedule<\/strong>: Select “scheduled<\/strong>” to obtain only those customers who are planned in the current schedule \u2013 no matter if they have been included due to an appointment, a reservation or an automated call suggestion based on the call interval. Select “not scheduled<\/strong>” to obtain those customers who are currently not planned in the schedule.<\/p>\n

If you leave the selection “any<\/strong>” there will be no filtering for this criterion. As usual, you can set several filter criteria at the same time.<\/p>\n

And there is one more innovation: You can limit the export<\/strong> of the customer list\u00a0to the currently filtered customers:<\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

The extended customer search has been enhanced by three additional filter options with today’s update. Click Extended in the Customer menu to go to the filter settings: Upcoming appointment: Select “present” to obtain only those customers with at least one uncompleted\u00a0fixed appointment on the same day or in the future. On the other hand, select […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1004","post","type-post","status-publish","format-standard","hentry","category-anywhere-en"],"aioseo_notices":[],"aioseo_head":"\n\t\t\n\t\n\t\n\t\n\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t\n\t\t