Advanced Segments

The Advanced Segments extension adds the following segment options to Jetpack CRM.

These advanced segments can be created and used, just like normal segments.

Contact Fields

  • Status
  • Email
  • Full Name
  • Prefix
  • First Name
  • Last Name
  • Home Telephone
  • Work Telephone
  • Mobile Telephone
  • Date Added
  • Date Last Contacted
  • Has Tag
  • Is Not Tagged

Contact Address Fields

  • Address Line 1
  • Address Line 2
  • City
  • State
  • Post Code
  • Country

Quotes

  • Quote Count
  • Quote Count (Draft)
  • Quote Count (Published)
  • Quote Count (Accepted)
  • Total Quotes Value
  • Quote of Value

Invoices

  • Invoice Count
  • Invoice Count (Draft)
  • Invoice Count (Unpaid)
  • Invoice Count (Paid)
  • Invoice Count (Overdue)
  • Invoice Count (Deleted)
  • Total Invoices Value
  • Invoice of Value

Transactions

  • Transaction Count
  • Transaction Count (Succeeded)
  • Transaction Count (Completed)
  • Transaction Count (Failed)
  • Transaction Count (Refunded)
  • Transaction Count (Processing)
  • Transaction Count (Pending)
  • Transaction Count (Hold)
  • Transaction Count (Cancelled)
  • Transaction Count (Deleted)
  • Total Transactions Value
  • Total Transactions Value (Successful)
  • Transaction of Value
  • Transaction ID
  • Transaction Name
  • Transaction Containing String
  • Transaction dated

Source

  • Transaction from External Source
  • Added By External Source

Ownership

  • Assigned to owner ID

WooSync

  • WooCommerce Order Count
  • WooCommerce Customer
  • Woo Order with Product ID
  • Woo Order with Product Product Variant ID
  • Woo Order dated
  • Woo Order with Status
  • Woo Order with Tag
Updated on February 21, 2023

Was this article helpful?

Still not found an answer?
If you've searched the knowledge base and still can't find a solution, please submit a ticket.
CONTACT SUPPORT