Hi, I’d like to sort my customer profiles by date. I run a food truck and am at different places daily. I’d like to be able to sort by date so I can create groups based off of where I have been so I can then send specific marketing to them based off the group I’ve created. Have I just missed how to do this? The search option return 0 results when I enter the date in the search area. Would love for that to be available for search by date...
thanks!- Shannon
Yeah, dates can't be used to search the customer directory, unfortunately. You might be able to work with the Customer CSV export though.
From the Customers tab in Dashboard , click the export option near the top right corner and open the file from your computer. Column 'R' holds the dates of when your customer last visited.
Hope this helps point you in the right direction @Luckyscreations
Square Community
Square Products