Search for customers on additional miscellaneous criteria.
Fields and options on the Other Keys tab include:
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Acquisition
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Include customers based on their acquisition (very first why-in)
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Custom 0 - 8
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Include customers based on custom fields; these can be renamed in System Options; if not renamed, Custom 0 will display as Cust Type
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Notes
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Include customers with matching notes (only first 255 characters is searched)
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Notes Category
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Search for customers that have notes of one or more types on their records
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Group/Mailing List
Referred By
Why In
Assigned
Last Merchandise
Last Transaction
Entered By
Web Vendor
Web ID
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Include customers based on a group or mailing list
Include customers based on who referred them
Include customers whose visit to the store was recorded by a particular why-in
Search for customers assigned to a specific associate.
Search for customers that last purchased merchandise (inventory) from a specific associate.
Search for customers that were last rung out at POS for any type of sale from a specific associate.
Search for customers entered by a specific associate.
Search for customers that are tied to a specific external vendor, i.e. Shopify, Clientbook, Punchmark.
Search for a customer based on their external reference number.
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