Customer Report

Find that Money Have you flagged Revenue Notes for customers, but can’t remember who they were? Well, we added a new filter on the Customer Record to easily find all customers with a Revenue Note. Remember, Revenue Notes are a great way to flag revenue opportunities within your customer base. Whether it is a customer […]

Customer Report Updates Customer Report Update #1 – for those companies taking advantage of the Dispatching Zone functionality, we have added the ability to filter the Customer Report by Zones. This gives you the ability to create a list of all customers in a particular zone.  From here you can target your customers for marketing