Generating a List of Customers with Recent Repairs


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. 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.
        
  5. Click OK to save your Repair Filter selections.
  6. Then Click OK to generate your list.
  7. To Export your list, right click anywhere on your generated list and select Export.
  8. 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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