5 Replies Latest reply: Sep 16, 2013 2:19 AM by mon_adobe

Report showing Wholesale Customers?!?

TiffanyP2010 Jan 19, 2013 10:00 AM

Hi:

I saw a post about this, but without an answer and thought I would try again. I am going through trying to create a report for a client, and I can run one showing them what customers marked themselves as being a retail store (in a sign up form we have) as well as showing whether that same customer was added to the Retail Store Secure Zone. I have that report working great - but I can not find a report that shows me what customers are marked as wholesaler(s) so my client can see if they missed adding someone. I've gone through the Customer Reports, and can not find where I can return these results - am I missing something? Is there a way to know what people in your DB are marked as Wholesaler(s) without going into each one. Any assistance is wonderful - thanks!

1. Re: Report showing Wholesale Customers?!?

Alex Pavelescu Jan 29, 2013 6:42 AM (in response to TiffanyP2010)

Hi

At the moment, wholesale customers can not be listed. We're creating a feature request based on this.
(the only workaround for generating a report on this topic would be to have all the wholesale customers subscribed to a unique secure zone. This way a secure zone report could identify those customers)
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2. Re: Report showing Wholesale Customers?!?

Always Interactive Feb 3, 2013 9:40 PM (in response to Alex Pavelescu)

Hi Alex,

when, when, when?

It's been a long time coming and this feature can not arrive soon enough.

Will we also have the ability to import customers as wholesale or set customers as wholesale from a report?

My Client has 1,300+ existing customers in the CRM that NEED to be set as wholesale customers... currently there is absolutly no way to do this other than manually one by one via the interface (WOAH!)

When can we expect some CRM-ability around the wholesale setting?
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3. Re: Report showing Wholesale Customers?!?

Alex Pavelescu Feb 5, 2013 12:30 AM (in response to Always Interactive)

Hi

I noticed you have a case open on this, you will receive a reply from one of my colleagues.
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4. Re: Report showing Wholesale Customers?!?

DandyDahlia Jun 14, 2013 7:44 PM (in response to Alex Pavelescu)

Hi Alex,

Do you know when the report and also ability to select and update existing customers as wholesale customers will be updated?

There still seems to be no way to do this other than manually one by one via the interface. Sadly I just don't have a few days to waste going through one by one ticking them!

Thank you
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5. Re: Report showing Wholesale Customers?!?

mon_adobe Sep 16, 2013 2:19 AM (in response to Alex Pavelescu)

Has there been any progress on this case? I need to mass import hundreds of new contacts into the CRM as wholesale customers...
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