How to perform segment Tasks

💬 General Discussion
1

Hi.

A customer need to know how to perform segmentation tasks for the customers they have in the Suite CRM, so with some features that the accounts have like Company size and annual revenue.

How can we do that?

Thanks.

2

Are you talking about creating tasks for a filtered list of customers?

3

Hi Shad.

I just don’t know how to segment in SuiteCRM, is there any modules to do that? or i need to code?

Thanks

4

In list view you can filter by fields. You may need to add the field to search in Studio if it isn’t there already. If you want to do things with the filter list you can use Workflow and perform tasks based on different criteria using similar conditions.

For many needs Workflow will do what you require but in some cases code would be required.

If you need more help post specifically what you are trying to do please.

5

thanks Shad