Customers Based on Amount Spent


Please follow the steps below to create your list:

  1. Go to Customer > Find.
  2. On the General tab:
    •  If you need ALL customers with an email, in the email field, type in =ANY (be sure to include the equal sign).
    •  If you need ALL customers with an address, in the street field, type in =ANY (be sure to include the equal sign).
    •  Check all three boxes labeled as "Preferred" (phone, address, email). - this will eliminate duplicates and ensure you only get customer's which want to be contacted.
     
  3. On the Results tab:
    •  For mailers, select Couple.
    •  For emails, select Each Individually.
     
  4. To filter customer's based on Amount Spent (including Repair, Custom, MISC Sales, etc)
    Visit the AMT Spent tab:
    •  In the Has Spent field (top section) - 
         •  Enter the minimum amount you want them to have spent.
         •  Define your Sale Date range.
     
  5. Then Click OK to generate your list.
  6. To Export your list, right click anywhere on your generated list and select Export.
  7. Name your exported file and select where you want to save it, then click Save

 

 

Updated on Mon, 26 Jul 2021 by Angela Chiaravalle

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