Prior to SE I was able to easily extract and disect the information I needed to do a mailing. Now I see no way to get that information. I have read through the forum, asked my rep, sent multiple e-mails to no avail. I all want is the ability to extract the following fields into an excel format so I can then disect the database to my target market:
Customer's name, address, city, state, zip, follow up, first date in, last date in, year to date spent, lifetime spent and on occassion pulling in a phone number or an e-mail.
Extracting Database
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MRISICH
- 200 Club: Major Contributor
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- Location: Chalfont, PA
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Re: Extracting Database
miteygirl: check out my post: http://www.managerforum.net/viewtopic.php?f=179&t=9407
Re: Extracting Database
Unless I am totally missing soemthing that list does not have addresses, and also does not have follow up or no follow up, how am I to generate a mailing list with no addresses?
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Gerald Martin
- 50 Club: Regular Contributor
- Posts: 95
- Joined: Wed Oct 22, 2008 8:56 am
Re: Extracting Database
Go to Reports - Follow Up - *MM Create Data Export File. Go across the tabs refining the selection of customers you want then hit Print at the end. You will be saving a .CSV file which will open in Excel. Call me at 618-833-2528 or PM me if you need more help.
Gerald Martin
Manager - Martins Auto Service
Gerald Martin
Manager - Martins Auto Service