Customer Extended Lookup |
Top Previous Next |
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 (
), then click to go to the subject.
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 () , click to get more information.
Some of the reports you can get from the Grid Reports
Accounts opened this month.
Use the date opened column and filter for
See also the First Invoice Date column for the date of first purchase.
Analysis Tab
Accounts Opened Each Year
Employee Pipeline Information
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
https://bit.ly/SI_Customer_Extended_Lookup
