How to use company tags and current employment status to find eligible customers?
In the query screen of the customer list, using the filter criteria of "company tag" you can retrieve all customers whose company information meets the tag criteria. When a company name is entered, it can also retrieve current or former employees of that company.
※ The company information criteria is only filtered for the "main" company, while the company label is not limited to the main or non-main companies.
※ The relationship between the criteria is "AND", so when using both company tags and company information criteria, it will query the "main" company information.
Filtering by customer and company tag criterias can accurately find members of a company who fully meet the criterias. In the example shown in the figure, the company has both the "BF" and "test" tags, and are currently employed.