Customers

Customer report gives you the list of all customers and their contact information.

It can be viewed in New PMSUI under Reports >>Marketing >> Customers.

marketing-customers

Steps:

  1. You can search for the customers assigned to an email or newsletter list (Customer in Mailing List), or view customers who are chosen out of this option (Customers not in Mailing List).

customers-list-report1

  1. To filter the customers list, Click on “Search By” dropdown, then click on Search button.
  2. Click on Print / Preview All Customers button. A pop up window appears for preview. Click on Print button to print the list or click on Close button to close the window.
  3. You can also preview selected customers. Check the checkbox next to Contact ID and click on Print / Preview Selected Customers button.
  4. By Selecting Report Type “Detail” you can print out all contact details, including full mailing address of the lead.

By Selecting Report Type “List” you can print out a spread sheet format with contact name, phone, Email and referral source.

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