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Product Suggestions
Status Already exists
Categories CRM App
Created by Guest
Created on Aug 25, 2020

Remove Individuals from New Dashboards

We're finding a few customers only want to see B2B customers within the new dashboards. Therefore, it would be good to have a system option to remove individuals from the dashboards. We could do this based on the individual flag.

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  • Admin
    Andrew Ardron
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    Feb 7, 2021

    There is now a system option to include or exclude B2C from RFM