Contacts

Searching for Your 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.

Main Menu > Invoices section > Sales Report button.
Under the Summary Sales Sorted By: label choose Customer.

A dialog window appears.
Enter a date range, or the calendar year, e.g. 2016 and click the Proceed button.

A print preview appears.
Click Continue > Print. 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