Fine-Grain Filtering & Segmentation

Filtering across Customers, Orders, Bookings, Enquiries, and Analytics has become substantially more powerful, with new filter fields and full segment-based slicing for marketing, analytics, and beyond.

Filtering in Tiquo was already powerful, and marketing segments (dynamic customer groups defined by any combination of behaviours and attributes) already existed, updating automatically as customer activity changed. What we've done in this release is push both further and connect them. New filter fields are available on every operational list and segments (the customer groups you defined for marketing) are now first-class filters on analytics, bookings, and lists as well, not just email audiences.

What's new

Expanded filters

• •Customers: filter by status, membership, and any custom parameter, and more
• •Orders: filter by order type (membership invoices, product invoices, service invoices), sublocation, amount and more
• •Bookings: full filter set plus a Clear Overdue modal that bulk-marks stale bookings as No Show
• •Enquiries: filter by pipeline, stage, assignee, custom parameters, and more

Segments as filters

• •Any customer segment defined in Marketing is now a filter on Customers, Bookings, Analytics, and other lists
• •Segments continue to update automatically as customer activity changes, so filtered views stay live

Saved customer views

• •Save any filtered customer list as a named view on the Customers tab
• •Return to the same segmented list any time (a VIPs list, an at-risk members list, a corporate accounts list, and so on)

How it works

Open any list or the Analytics page, click Filter, and pick from the expanded set of fields. Segments appear wherever customers do, so any audience you've defined in Marketing can be used to slice a list or a chart, not just to send an email. On the Customers tab, once you've dialled in a filter combination that matters (VIPs, at-risk members, a specific corporate segment), save it as a named customer view. The view lives on the tab and reopens the same segmented list any time you come back to it, staying live as customer activity changes.

Where to find it

Customers, Orders, Bookings, Enquiries, Analytics (Filter). Marketing > Lists & Segments (segment configuration).