You can pull a customer list for a mailing either with Customer > Find or Customer > Export, as they will both bring up the same customer filter and give you the option to save the list in order to use this list throughout The Edge.
- Navigate to Customers > Find.
- In the STREET field type in: =ANY (with the equal sign).
- Check ALL 3 boxes for the Preferred Phone, Address, and Email to eliminate duplicate results.
NOTE: If you want ALL addresses tied to the customer, then keep preferred email and phone checked and leave address unchecked. This means you will see the customer listed TWICE if they have 2 addresses on their account.
- For additional filtering, click on the Results Tab.
- From here, choose if you'd like the results to just be the Primary Contact OR you can select "Each Individually" - this will allow the results to show the Primary Contact or Spouse.
- Next, choose whether you want to use the Merchandise Tab or the Amount Spent Tab for further filtering.
Merchandise: ONLY counts inventory purchases.
Amount Spent: Counts ALL money that was tendered such as repairs, layaways, inventory, misc charges, etc.
- On either tab, in the top box that says "Has spent/purchased AT LEAST this amount..." you will enter the desired amount you'd like the customers for your list to have spent in your store.
- Click OK to generate your list.
On the bottom after the list generates, you'll see an option for "Group/Mailing List". We recommend clicking on this and SAVING as a new list.
NOTE: We suggest saving your list so you will have it saved within The Edge for quick access.
When you click this option, name your list something such as "Customer Addresses 2019" as an example, that way you can track per year if you would like to do so.