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Customers
WHAT THEY ARE

A series of exciting updates have been added to Customers beginning with Edge version 24.1.

WHAT THEY DO

This includes expanded Customer search options for more powerful marketing potential, bulk activation of Rewards Cards, and other minor enhancements designed to make managing your customers easier than ever before.

HOW THEY WORK

System Options
A new System Option was added giving you more control over Customer Statements. This option can be found by going to Administrative > System Options > Statement Options, or by searching the option listed below.
  • Sort Statements By – Controls how Customer Statements are sorted when printed: by Last Name, by Customer Number, or Not Sorted
Customer Find
Many additional search options have been added to Customer Find, giving you the ability to target additional groups of customers.
  • Preferred Contacts (phone/email/address/social media)
  • Cell/Mobile Number
  • Do Not Contact – phone numbers
  • Do Not Contact – emails
  • Tax Exempt status
  • House Accounts

EXPAND YOUR EDGE EDUCATION

Additional updates to help you manage customers include Customer Lists and Bulk Activate Rewards without Card. To learn more about these updates, and to download a tip sheet with all New for 2024 Customer updates, click below or visit EdgerUser.com and search Customer Documents.