Vital CRM
How to use [tags] with [order amount] and [order frequency] to filter customers?

There are two methods, you can search through the Customer tab, or from the Order tab. Below are the explanations:

Through Customer Tab
1. Go to the [Customer] tab on the sidebar, and then click "more criteria" to expand all the criterias of the search.


2. You can select the tags in the [tags] field and purchase amount in the [Purchase] field.



Through Order Tab
1. Go to [Customer] in [Order] tab, then expand more criterias


2. You can select the tags in the [tags] field and purchase amount in the [Purchase] field at the same time when searching.


*Note that the [order date] field is a required option and has a default date range. If it does not fit the scope of your search, you can re-adjust it.

There are two methods, you can search through the Customer tab, or from the Order tab. (Refer to FQ for explanations)
https://faq.vitalyun.com/EN/CRM#4112