Customer Pop-Ups Wizard


The Mass Pop-Ups feature allows you to create a Pop-Up and apply it to a selection of customers with the help of the Customer Pop-Ups wizard.

To use Mass Pop-Ups:

  1. Click Customer > Utilities > Mass Pop-Ups.  The Customer Pop-Ups Wizard will appear.

     
  2. Click Next.  Use the Customer Filter drop-down to enter criteria to find customers and click the Search button.  A list of matching customers will populate the lower portion of the window. 

     
  3. Select the customers you wish to include and click Next.
  4. Enter a Title, choose whether the Pop-Up applies to Couple or Individual, set your dates, and enter Notes.  See Customer Pop-Ups for more information.

     
  5. Click Create Pop-Ups to add these to the selected customers.

 

Updated on Mon, 20 Mar 2023 by Angela Chiaravalle

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