Customer list views

When working with customer records, youʼll often need to see specific kinds of information at a glance — for instance, credit card charges and approval status, or details of customer selections. Options on the View menu display various combinations of data in the Customer list; you can create and print a report from any of them. Especially useful views include:

Transaction views:Customer selection views:
Transaction — General
Transaction — Status
Transaction — Credit Card
Transaction — Summary
Selection — General
Selection — Inventory
Selection — Inventory — Dates

Note: You can also view a full transaction history for any selected customer; see Viewing a customer history.

Club and membership views:E-mail views:
Club Discounts
Club Start Dates
Club Cancel Reasons
Club — Expire — Suspend — Restart
Gift Membership Detail
Membership Duration
Email History
Email Validation
Other views:
Avery 5160, 5163
Tax Code

As you work with the list views and develop more specific needs, the Λctiv8 support team can create additional views and reports to meet them.

Related topics:

Managing customers

Maintaining customer records

Validating addresses

Assigning sales tax codes

Calculating customer proximity

Assigning customer attributes

Tracking customer source

Managing web IDs

Customer list views

Managing club memberships

Wholesale customers