The Results tab defines how to search and display customer records.
This is useful for doing targeted marketing. For example, you could use this in conjunction with the Dates tab to do a mailing campaign directed at female spouse's whose husbands have a birthday coming up next month.
Options are divided into three sections:
Addressee:
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Primary Contact
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Displays the primary contact on the customer record
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Spouse/Partner
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Displays the spouse of the primary contact
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Birthday Celebrant
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Displays the birthday celebrant regardless of whether they are primary or spouse
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Male Celebrant
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Only display males
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Female Celebrant
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Only display females
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Either Gender
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Display all celebrants
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Celebrant's Spouse/Partner
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Displays the spouse of the birthday celebrant
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Male Celebrant
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Only display males
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Female Celebrant
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Only display females
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Either Gender
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Display all celebrants
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Male
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Only display male customers
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Female
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Only display female customers
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Couple
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For customers with a spouse/partner, this will display them as a couple on a single row
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Each Individually
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Display each primary or spouse on their own row
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If Gender is Unknown:
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Guess Gender
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Instructs software to guess gender based on name if no gender on file
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If Gender still unknown
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Determine what to do if gender cannot be determined; you can exclude, include, or include their spouse/partner instead regardless of Addressee option chosen
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Spouse/Partner Required:
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Specify whether to include customers regardless of whether or not they have a spouse, or only include those with spouses, or only include those without spouses
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