I'm interested in viewing the newest clients, so sorting by add date would be awesome. Is this possible?
Thanks!
You can Filter your Customers by Created Date in your Directory.
From your Customer Directory > Click on the + sign > Created
Clicking on the Created filter will show the date they were added and allow you to prioritize the newest created customers.
Hello @kellyj - Trying to use the Customer filter by date tool this morning. I can't get it to work. Tried filtering by weeks, months, and specific dates. Nothing seems to change the results.
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