Migration Agent Default
Articles
-
Understanding the difference in reports
If two different reports don’t add up to the same number, it’s important to remember that each report displays different information. This is especially important to keep in mind with payments and ...
-
Printing a displayed customer list
Once you’ve loaded a customer list into the Data Entry window you can create a printable list that you can then print, save or email. Use the General Reporting or Customer Queries tool to create a...
-
Saving a customer query email list to a text file
You can use customer queries to look up a group of customers and then create a text list with their emails. This will create a .txt file with just email addresses, suitable for importing into an em...
-
Using a customer query to add a bulk tag
You can use customer queries to look up a group of customers and add a bulk tag, saving you the time of tagging each customer one at a time. In the Data Entry main window click Reporting and the...
-
Using a customer query to add a bulk note
You can use customer queries to look up a group of customers and add a bulk note, saving you the time of adding the note one at a time for each customer. In the Data Entry main window click Repo...
-
Exporting a customer query to a CSV mail merge file
You can use customer queries to look up a subset of customers. You can then export that list into a CSV mail merge file so you can import it into your marketing email service and send them an email...
-
Exporting customer query data to a CSV file
If you have customer query data you would like to work with in a spreadsheet you can export the data as a CSV file, allowing you to open it in Excel or other spreadsheet editor. In the Data Entr...
-
Using a customer query to create a contact list report
You can use the customer query function to quickly build a targeted contact list of customers. This is useful for everything from creating a list of customers with upcoming birthdays to customers w...
-
Loading customer query results into the Data Entry window
Running a customer query makes it simple to create a targeted list you can then work with in the Data Entry window. Here’s how to create a query and then load it into the Data Entry window. In t...
-
Overview of customer queries
Customer queries allow you to parse your database by dozens of different factors, such as activity, membership status, personal information, and policies. You can then load the results of the query...
