
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.
https://faq.vitalyun.com/EN/CRM#4112