List of Customers with Occasions


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:
    •  Under "Birthday Celebrant" select either gender.
     
  4. On the Dates tab:
    •  On the top date field for Occasion Date, enter the date range and select the Occasion Type.
     
  5. Click OK to produce 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

Glad we could be helpful. Thanks for the feedback.

Sorry we couldn't be helpful. Your feedback will help us improve this article.

How helpful was this page?