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Order Source as a Criteria?

Kari Swenson
$organization

Hi!

Has anyone figured out a way to get Order Source as a criteria in list manager?  I'm still new to creating more custom elements, and from what I can tell most ticketing criteria pulls from Ticket History, which does not include Order Source.  Any help is appreciated!

Thanks!

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  • $organization

    Hi Kari!

    We created a local view to have one place from where we could pull most customer order data, and then used that to create a handful of custom list criteria and output elements (including Order Source.) Do you have access to SQL Server Management Studio? I'm happy to share what we've got, but our solution requires adding this view first.

    Best,

    Darryl

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  • $organization

    Hi Kari!

    We created a local view to have one place from where we could pull most customer order data, and then used that to create a handful of custom list criteria and output elements (including Order Source.) Do you have access to SQL Server Management Studio? I'm happy to share what we've got, but our solution requires adding this view first.

    Best,

    Darryl

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