Please follow the steps below to create your list:
- Go to Customer > Find.
- 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.
- On the Results tab:
• For mailers, select Couple.
• For emails, select Each Individually.
- To filter customer's based on inventory sales:
Visit the MERCHANDISE tab:
• In the Has Bought field (top section) -
• Enter the minimum amount you want them to have spent, if you do not have one enter 1.00.
• Define your Sale Date range.
• Open the Item Filter and select the Category or Vendor.
• If you have multiple categories or vendors needed for this list, use the Category or Vendor drop-down on the Item Details tab on the Item Filter.
- Click OK to save your Item Filter selections.
- Then Click OK to generate your list.
- To Export your list, right click anywhere on your generated list and select Export.
- Name your exported file and select where you want to save it, then click Save.