Creating a List of Customers for a Marketing Campaign
The Customer List is a powerful tool that provides field-level selection and analysis of your customer database. You can use up to seven criteria to select customers to include on the report, plus additional criteria based on customers' credit statuses.
If you use customer optional fields, you can also use them as criteria to produce custom reports. For example, if you use an optional field to identify preferred customers, you can easily print a list of preferred customers. (Very long optional fields may be truncated on the printed report, particularly if they are used with several other criteria.)
Because you can use a number of different criteria to create customer lists, you can produce a variety of specialized reports, ranging from a simple list of customer numbers and names to complex reports that meet unique needs.
The report includes columns for each of your criteria, in the order you specified them.
Important! If your Sage 300 system uses security, you must have Transaction History Inquiry security authorization to select criteria for amounts or balances.