Multi level filter in clients tab
Users are trying to filter an email marketing list for a specific service provider to target clients who have seen that provider at least three times.
Currently, when using a filter to a certain staff member and adding a second filter for visit history 3+ the system pulls clients who have visited three times total, regardless of which provider they saw.
t would be helpful to add the ability to filter based on visits with a specific provider only, as the current setup can be misleading and limits targeted marketing.
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votes