TIP: All Customers Information

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hardings
Member
Posts: 14
Joined: Wed Jun 16, 2010 9:05 am

TIP: All Customers Information

Post by hardings »

HI, IM LOOKING FOR A WAY THROUGH MY MANAGER PLUS SYSTEM TO FIND OUT MY CUSTOMERS IVE HAD IN FOR THE LAST 18 MONTHS. LOOKING FOR DATE THEY CAME IN, INVOICE #, ADDRESS, PHONE #, VEHICLE, ETC. CAN'T SEEM TO FIND A WAY TO DO IT, HOPING FOR SOME INSIGHT!!!
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timbre4
System Guru / Moderator
System Guru / Moderator
Posts: 4292
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: TIP: All Customers Information

Post by timbre4 »

Welcome to the forum and thanks for your question. I expect some members will chime in with their experiences.

While there are several reports under the Client tab that can help you identify who these customers are, the reports won't include all the information you listed. Another approach is:

1. Go to the Reports - Followup tab.
2. Double-click one of the entries to gain access to the New/Inactive tab.
3. Select the New/Inactive tab.
4. Select New as your focus.
5. Enter the date range (18 months previous thru today)
6. Click on Search to build the list of records that meet that criteria.
7. The Search results display; click on Print.
8. Select Print Customer List.
9. Click on Continue.
10. Select Sort by Customer Last Name, Invoice Date, etc.
11. Click on Print.

That output will include pretty much what you asked for.
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
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