The Edge
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WHAT IT IS
This allows you to generate a report of customers’ special occasions, which can then be used to export a mailing list for reminders and sale flyers.
WHAT IT DOES
The Occasions report filter only requires that you select a time frame, although you can also narrow by customer and occasion type. You can show results as couple records or individual records. The results are then sorted by occasion date, allowing you to create your list.
HOW IT WORKS
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To run the Occasions report, click Report → Customers → Occasions.
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Customize the report. Data fields in this report include:
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Customer number: The customer’s ID number
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Customer name/address/phone number: Contact information
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Date & nature of the occasion
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Click OK to generate the report.
- Customer number: The customer’s ID number
- Customer name/address/phone number: Contact information
- Date & nature of the occasion
EXPAND YOUR EDGE EDUCATION
Can’t get enough of our Occasions report? Click the button below to launch our site and log-in for additional information, including detailed images of an Occasions report. Then explore the rest of the site and empower your business through webinars, articles from The Edge Knowledgebase, or discussions with fellow Edge users.
