This utility can be used to build and edit a list of customers
for use in producing various lists, and reports, or to export
selected data fields to a spreadsheet.
Customer records can be manually entered in the list, or the list
can be built based on specific information as outlined in the
Selection Criteria utility.
To use the Selection Criteria option,
click on the CLEAR/SELECT button at the bottom of the
screen and select the Select Customers action.
The fields in the customer list table include:
The Sort Key can be auto-set displaying the sorting
preference of customer Alpha Name or customer Number if the
Selection Criteria utility is used to
generate the customer list, or the Sort Key can be left
blank or manually set if customer records are manually entered.
The same customer can be listed multiple times in this Select
Customer Records list, only if each record has a different
Sort Key.
This allows a customer to be included multiple times in the list
based on different criteria.
Note: If the Selection Criteria is re-run using the same Sort Key without clearing the existing list and a customer record is re-selected a second time, the latest selection criteria does not replace the original selection criteria that qualified this customer.
Refer to Selection Criteria for details on these tabs and parameters.
Click ACCEPT to save the list and exit the window.
ACTIONS:
Additional actions provided by buttons on
the Select Customer Records screen include:
Generate a Customer Report:
Click on the PRINT/EXCEL button to access the output
selection options and select one of the following:
Select Print Telephone List to generate a phone list based on the customers in the Select Customer Records list, as outlined in Print Selected Telephone List.
Export Selected Customer Information:
Click on the PRINT/EXCEL button to access the output
selection options and click on the Export to Excel option to
output specific customer data to a spreadsheet as outlined in
Output Selected Records to Excel.
Clear the Customer List:
Click on the CLEAR/SELECT and select the Clear
Existing Records action to remove any customer records from the
Select Customer Records list, in preparation for starting a
fresh list.
Confirmation is required.
Use the Selection Criteria Utility to Build a List of
Customers:
Click on the CLEAR/SELECT and select the Select
Customers option to access the Selection
Criteria utility, in order to generate the customer list based
on Customer, Follow Up, Profile,
Revenue, Class/Group, and/or Competitor
information and filters.
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