Is there a way to pull a report of all our members who have had Flags added to their profiles?
We made flags for people who need special shipping instructions, there are multiple people on this list.
Thank you!
Hi @bailey - you can do this by going to Dashboard > Notes > Advanced > Set Type to Flag > Set Related To: Contact > Search. This should compile a list of all Flags assigned to a Contact. On the right hand side, you should see an option to Export Notes. This will provide you with an Excel Spreadsheet with the Notes and Customer Names.
Hope this helps!
Thank you so much!!