List Showing Customers and Price Level

Deebo
Deebo Member Posts: 7 Novice Member Novice Member
in Accounts Hosted

I want to get a list of which of my customers are on which price level and I cant find a way to do this.

Is there a way to get a customer list which shows what price level they are on?

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 349 Reckon Staff
    edited October 2024

    Morning @Deebo

    If you can please provide some more information related to your query -

    • From Customer List, what exactly you want to extract from the report?
    • What do you mean by Price Level?
    • What exactly you are looking in the reports?

    Feel free to reach out for any concerns/issues. Thank you!

    Regards

    Tanvi

  • Reeta
    Reeta Reckon Staff Posts: 175 Reckon Staff

    Hi @Deebo,

    Thank you for your query.

    Simply go to Reports and select Customer Contact List. Next, click on Modify Report in the top left corner, then choose Filters. Scroll down to find Price Level, select it, and click OK. Finally, refresh the report, and you should see the information you're looking for.

    image.png
    image.png

    Hope this helps.

    Please let us know if you need any further assistance.

    Kind regards,

    Reeta

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