Create a segment based on Assests

Matt Harmon

• February 02, 2021 21:54

We have the need to see which accounts that have a CSM assigned and a CSP completed.  CSPs completed live in the Assets tab.

I'd like to be able to create a segment with logic that will allow for us to search if there are any assets (T/F).  next level would be ability to note if an account has an asset that contains "CSP" in the file name.

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  Ravit Danino

  • February 05, 2021 03:15

  Hi Matt,

  Thank you for the note. In order to get the number of assets, you can create a segment with number of assets per account .

   

  Ravit

   

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  Matt Harmon

  • February 08, 2021 17:08

  That works, but a customer could have mulitple assets, and we need to be able to isolate ones with CSP in the file name

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