Recommended Services Report?

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Rami
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Joined: Tue Oct 30, 2012 8:43 am

Recommended Services Report?

Post by Rami »

When I export to Excel from the reports menu > Follow up tab > MM Create data export file > Recommend
I get all the information I need in order to send a recommended service letter / post card / email… …other than the recommended services.
Where else can I find and export the recommended services to Excel that will include all the customer’s contact information, vehicle information, and recommendation?
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ricmorin
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Re: Recommended Services Report?

Post by ricmorin »

Not sure if this helps, but here is the document that outlines exporting to excel.

http://www.buymitchell1.net/knowledgeba ... _excel.pdf
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434 x203
www.motorcaralternatives.com

I find my life is a lot easier when I use Special Orders
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