When building Custom Reports in SimpleConsign, the following fields and filters are available for the Customer Notes base. Use these to organize, filter, and analyze customer data effectively.
General
- Notes text
- Created by User
- Last Updated by User
- Note Created
- Last Updated
- Is Flagged
- Is Archived
- Checkout Notification
- List Selection Notification
Customer
- First Name
- Middle Name
- Last Name
- Birthday
- Organization
- Loyalty ID
- Is Consignor
- Is Tax Exempt
- Tax ID
- Credit Card Entry
- Customer Created
- Notes Text
- Notes Count
Contact
- Phone 1
- Phone 2
- Street
- City
- State
- Zip