Manager SE Reports & printing

Report for Customer Emails

Report for Customer Emails

Postby AUTO1 » Tue Apr 18, 2017 7:55 am

We send out a net promoter score email after the RO is closed. We are currently looking up the email manually. How can I generate a report of customers that have been in in the last week that would include their email address? The only report I can find that includes emails is a report that generates the entire database email list.

Thanks,

Aaron
User avatar
AUTO1
50 Club: Regular Contributor
50 Club: Regular Contributor
 
Posts: 56
Joined: Thu May 11, 2006 8:13 am
Location: Michigan

Re: Report for Customer Emails

Postby timbre4 » Tue Apr 18, 2017 9:11 am

Aaron,

The Customer Email report is cumulative so the shop sees where they have/lack email addresses altogether. Since you want to get specific about a date range I would suggest the Export Data open in the Knowledgebase article to filter by last In Date or similar: http://mitchell1.com/knowledgebase/article.php?id=321
Tim McDonnell -
Sr. Product Market Mgr / Forum Moderator / Mitchell 1 Media Developer
User avatar
timbre4
System Guru / Moderator
System Guru / Moderator
 
Posts: 4596
Joined: Tue May 25, 2004 5:47 pm
Location: TN - Volunteer State

Re: Report for Customer Emails

Postby AUTO1 » Tue Apr 18, 2017 9:58 am

Tim I knew you would have the answer! Thank you!! :D
User avatar
AUTO1
50 Club: Regular Contributor
50 Club: Regular Contributor
 
Posts: 56
Joined: Thu May 11, 2006 8:13 am
Location: Michigan

Re: Report for Customer Emails

Postby ricmorin » Tue Apr 18, 2017 10:02 am

If you're running Bolt-On, they have a report of customers last in with emails.

CUSTLASTINEMAIL.PNG
 
Ric Morin - Volunteer Forum Moderator, Shop Owner, ASE Master L1
Motorcar Alternatives, LLC
603-622-6434
https://www.facebook.com/motorcaralternatives

Reality continues to ruin my life.- Calvin
User avatar
ricmorin
5K Holy Smokes Contributor
5K Holy Smokes Contributor
 
Posts: 5270
Joined: Mon Jul 25, 2005 10:11 am
Location: New Hampshire

Return to Reports / Printing

Who is online

Users browsing this forum: No registered users and 1 guest