Can you not use standard classifications on customer records? Not seeing the option to open those up for customer records. Would we need to create a custom segment? Customers are filtered under two "units" and we need a way to segment that out for reporting and such.
08/06/2021, 2:40 PM
available on customers for segmentation. What are you looking to report on?
08/06/2021, 2:41 PM
Commissions calculation and revenue tracking, mostly. Depending on the unit, it is calculated in a different way.