Customer Extended Lookup

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Use this form to:

Filter for specific customers, print Labels / barcodes for the selected customers.

Do Bulk Changes. Click on the Bulk Change Selected tab to see what can be changed.

Analysis Tab. Get a summary of the detail data. Pivot Grids.

 

Go to: Customer > Extended Lookup

Hover the mouse over the different menu options. If the cursor changes to a hand (Hand_Cursor), then click to go to the subject.

Security Setup GeneralOpen HelpTabsUnlock MonitorQuick AddCalendarDashboardQuick_Access_Menu

Quick Add ConversationCompanyEmployeeQuotesWorkshopStock ItemsSupplierLedgerinvoiceFileCustomerextraCustomer optionsContactsConversationsAge analysisFinance ChargesStatementsCustomer detailCustomer journalsReceiptsCustomer add or editCustomer enquiryCustomer linked allocationCustomer lookupCustomer extended lookupCustomer Main Menu

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To see how lookup forms work see Customer > Lookup and Application > Lookup.

Hover the mouse over the different fields on the form. If the cursor changes to a hand (Hand_Cursor) , click to get more information.

Sales RouteLead SourceLast Conversation DateLast PurchaseLC ExpiryLC PointsLC NameCredit LimitPrice LevelemailClerkRepName NoteObjectionsName NoteLead StatusSales PipelineLead RatingSecurityPrint LabelsPrintClear FilterRefreshOpen EnquiriesOpen CustomerLoyalty CardSelect VisiibleCheckboxRow SelectorSummary barColumn ChooserHeadingSearch RowGrid ReportEdit FilterDSelect VisibleAnalysisGlobal ChangesCustomer_Extended_Lookup

 

Some of the reports you can get from the Grid Reports

Accounts opened this month.

Use the date opened column and filter for

Filter_Editor_Accounts_Opened_This_Month

See also the First Invoice Date column for the date of first purchase.

 

Analysis Tab

Accounts Opened Each Year

Extended_Accounts_per_Year

 

Employee Pipeline Information

Extended_Emp_Pipeline

 

How many web clients do we have?

SI+ automatically insert the word web- as part of the clients code.

Use Status 1 or Status 2 or Lead Source to specify that this is a web-client. (These fields are used in the Extended Lookup > Analysis Tab)

 

All clients that opened an account but did not buy anything (e.g web clients)

Filter - First Invoice Date Is Null

Use Customer Contact Lookup - Filter the Last Purchase or Days Since Last Purchase (make sure the customer has an email address), then send for e.g a promotional voucher.

 

Active clients who did not buy anything this month.

Loyalty Cards that expires this month.

All customers whose birthday is this month.

New Customers - Analysis tab use first invoice date