Customer Search Filter Options and Export to Excel

Customer Search Filter Options and Export to Excel


Customer Search Filter Options and Export to Excel

The Customer Management screen has some unique filter options.
 
Search fields exist by Customer Name, Customer Code, Customer Tag, VIP number, Phone Number and Email. There are also checkbox choices for automatic filtering of customers with charge balances, credit balances, deposits on parts & service invoices and deposits on unit deals. The filters include inactive customers, lookup by first name, businesses only or customers with VIP numbers only.




If you want to use the result of your search as the source of a mail merge letter or envelopes, just click the Export to Excel icon on the toolbar.