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.
- On the Repair/Custom tab:
• In the "Has at Least..." field (top section) -
• Enter the minimum amount you want them to have spent.
• Open the Repair Filter:
• On the General tab of the Repair Filter you can select specific repair SKUs and/or job types.
• On the Status/Dates tab:
• From the Picked Up drop-down, select "Only Picked Up Jobs" and enter the date range.
• You can then use the Canceled drop-down to select Only Not Canceled Jobs.
- Click OK to save your Repair 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.