The Edge can get a list of customers that had an email address recently added.
To create or export this list:
- Click Customer > Find.
- On the General tab, check the boxes for Preferred Contact Methods Only (Phone / Address / Email / Social)
- Also on the General tab, pull down the History pull down and choose "Add Customer Email"
You can also pull down History Date to choose the Date Range you want to include
- In the email field, type =ANY (be sure to include the equal sign).
- On the Dates tab, enter a date range for Date Entered OR Date Modified for what you consider recent (last 7 days, last 30 days, etc).
NOTE: Date Modified is updated any time the customer record is edited. This includes if the edit was to add an email address.
- Click OK to generate the list.
- You can right click here to immediately export OR use the Group / Mailing List button to create a new group or add them to an existing group.