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New Customer Report

New Customer Report

Postby thubbard » Tue Oct 08, 2013 5:56 pm

Is there a way to get a report for ONLY new customers that have had work done within a specific date range? the "New Customer" Report under propack seems to include new customers that have just estimates, and can't seem to find one under reports in Manager?
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Re: New Customer Report

Postby MRISICH » Wed Oct 09, 2013 4:17 am

The one in report pro is the only one; the records should be for posted transactions? Are you seeing Work In Progress customers in the list? If so my team will add another report where it is only posted "new" customers.
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
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Re: New Customer Report

Postby thubbard » Wed Oct 09, 2013 9:10 am

Yes Mike, under the "new customer" report we are seeing estimates as well. An option for new customers with only posted orders would be great. thanks
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Re: New Customer Report

Postby MRISICH » Wed Oct 09, 2013 9:30 am

We are on it! I will update you when to look for the update!
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
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Re: New Customer Report

Postby MRISICH » Tue Oct 15, 2013 6:50 am

This report was correct; the shop converted their data from a previous management system to Mitchell1; so they were not really "new" customers.
Michael Risich
Founder & CEO

BOLT ON TECHNOLOGY™

610-400-1019
http://boltontechnology.com/
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MRISICH
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