This document will show you different ways to pull a customer list.
Who are my top customers?
- My Reports > Accounting Reports > General Customer Reports > Customer Value;
- Set the time frame you wish to consider;
- Select Detail report;
- Set the number of customers you wish to review:
If you wish to work with the list:
- Click to export the report;
- Name the report;
- Click to change the type of file;
- Save as Excel DATA ONLY:
Contact List of active customers:
Go to Prospect Management > Contact Management.
Use prospect Management to pull separate lists for Unit Sales, Parts Sales and Service Sales - in all three tabs set the number of days (See image):
A Full Customer List:
In the Customer Management Screen, refresh without entering criteria. Then, go to File > Export to Excel with Full Customer Info: