Can I view customers assigned to a specific catalogue in EalSuite?

EalSuite Platform Sales
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1

I’ve assigned different catalogues to customers for pricing. Is there a way to see all customers under a specific catalogue? I couldn’t find a direct option for this.

2

Yeah, there’s no direct “catalogue-wise list” button, but you can do it using Smart View + Filters.

4

How exactly can I do this?

5

Follow this:

Step 1: Add Catalogue field in view

  • Go to Sales → Customers

  • Open Smart View

  • Edit or create a view

  • Add the Catalogue field

Step 2: Apply filter

  • Click on Add Filter

  • Select Catalogue

  • You can:

    • Choose a specific catalogue

    • Or set “Is Not Empty” to see all assigned ones

6

Once you apply the filter, you’ll get a clean list of customers under that catalogue.

You can also sort it further if needed.