Find Top Customers

Main Menu > Contacts

Often you will want to perform a search for a certain group or specific type of customers, such as your top paying customers for the year.

How to Find Your Top 100 Customers

On the Main Menu, in the Invoices section, click the Sales Report button.
The Sales Reports window appears.
In the Summary Sales Sorted By section, click the Customer button.
The Enter a date range window appears.
Enter a date range, or the calendar year, e.g. 2018 and click the Proceed button.

A print preview appears.
Click Continue then Print or Cancel. You can print all pages or a selected range, e.g. Pages 1 to 2
After printing, a dialog box appears with the message "Would you like to apply this ranking to your customer records?"
Choose Yes to apply this ranking to your customer records (using the Ranking field).

Choose No to leave the Contact file in it's current state.
Now you can perform a search in your Contacts, using the Ranking field, e.g. 1..100 to find your top 100 customers.

You may also sort and create labels for mailing, etc. See also: How to Export Contacts to Third Party