Clarification on the possibility of adding an additional field for customers and linking each customer to their designated representative, where you can add an additional field for customers and link them to representatives.
Steps
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Go to Settings.
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Select Additional Fields.
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Select the service type “Customers“
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Click on ( + ) to add a new field
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Name the field, for example “Representative” and select text as the field type.
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Save the changes.
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When adding or editing a customer, you will find the additional field on the customer page.
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You can use the field to filter customers by representatives and export it when needed.
Note:
You cannot hide a specific group of customers from users, but you can display only the customers that matter to you by using the Filter option located at the top of the customer list, so each user can set their preferred view.
Keywords for inquiry:
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Can I link each customer to their responsible representative?
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How do I track each representative’s customers?
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Is there a way to add the representative’s name with customer data?
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I want to know each representative’s customers, what is the method?
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How do I include the representative field in the customer export file?
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Can I filter customers by representatives?
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Can I assign a specific representative to each customer?
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Where do I put the representative’s name in customer data?
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I want to generate a report of customers by representatives, how?
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Can I add a field dedicated to representatives within customer information?
