Finding customer records

Managerʼs Customer list provides a large number of Quick Searches you can use to locate specific customer records. Because customer data can vary widely, however, the saved searches may not find exactly the records youʼre looking for, so that you may occasionally need to create a custom search.

Like all Search dialogs, Search Customer contains a number of tabs, where you can enter details to locate a specific range of records to display in the Customer list. As usual, the fields on these tabs correspond closely to those youʼll find in the Customer – Data Entry dialog. Of particular interest, though, are the Summaries and Email tabs.

The Summaries tab

The Summaries tab includes fields that are helpful for locating customers based on their selection and transaction histories:      

The Email tab

The Email tab lets you search for Customer records based on Email Events.      

For a tutorial video on e-mail tracking and history searches, see https://player.vimeo.com/video/360452312.

As indicated in the dialog, searches on both of these tabs are best used in conjunction with the Customer listʼs Selection - Summary, Transaction - Summary, and Email History - Summary views.

For help on creating custom searches, see Creating a new search, or click On searching at the top of the Help viewer window.


Related topics:

Maintaining customer records

Finding customer records

Viewing a customer history

Customer data entry

Merging duplicates

Exporting customers