Creating a List of Customers for a Marketing Campaign

Sage 300 provides a number of ways to classify and organize your accounts, and the Customer List provides an almost equal number of criteria to assemble customer information.

You can create a list of customers by territory, salesperson, customer group, customer currency, any optional field that you have defined for your customers, or a combination of up to seven criteria.

These steps show you how to create a list of customers by territory, salesperson, and customer group, which are defined in the sample data.

Create the list using criteria that are most useful to you.

To create a list of customers for a marketing campaign:

1. Open Accounts Receivable > A/R Customers > Customer List.
2. In the Customer Range area, use the Select By fields to specify ranges of territories, salespersons, and customer groups that you want to include on the list, as follows:
   1. In the first Select By field, select Territory.
   2. In the From field, enter the first territory in the range of territories that you want to include on the list.
   3. In the To field, enter the last territory in the range of territories. If your campaign focus is on one territory, enter the same territory code that you used in the From field.
   4. Repeat the steps above for Salespersons and for Customer Groups.

      If you create the report for more than one salesperson, the information for each customer will print on multiple lines.

      Tip: If you would find it more useful to select customers by other criteria, such as the customer group or account set, specify Customer Group or Account Set instead of—or in addition to—the suggested criteria. The generated report will include columns of information for all the criteria you select, in the order you specify them.

3. To print the name, phone number, and email addresses for customer contacts, select the Contact Information option.

   Contact information appears in a separate line on the report for each customer.

4. Click Process to generate and display the list.
5. Check the preview list to ensure that the results are what you expected.
6. Click Print to send the report to your usual print destination.
7. Click Close to return to the Customer List screen.