Search customers by repair or custom job activity.
Fields and options are divided into three sections.
Has at least this many Repairs or Custom Jobs:
| Total Amt $ |
Include customers who have spent at least this much on repairs and custom jobs |
| Min Each $ |
Define a minimum threshold when calculating Total Amt $ only repairs and custom jobs over this amount will be counted |
| No. Items |
Include customers who have done at least this many repairs and custom jobs |
| Repair Filter |
Opens the repair filter which allows you to specify additional criteria (e.g., repair tasks, statuses, job types) for repair and custom jobs |
| Selection Method |
Controls whether selection criteria applies to individual repair tasks or to the entire repair (e.g., if you define a Min Each $ of $100, do you only want repairs with individual tasks of $100 or greater, or repairs with total of all tasks $100 or greater?) |
| Couple / Individual |
Controls whether repair and custom jobs should be calculated individually or as a joined account (couple) |
Does NOT have this many Repairs or Custom Jobs:
| Total Amt $ |
Include customers who have not spent at least this much on repairs and custom jobs |
| Min Each $ |
Define a minimum threshold when calculating Total Amt $ only repairs and custom jobs over this amount will be counted |
| No. Items |
Include customers who have not done at least this many repairs and custom jobs |
| Repair Filter |
Opens the repair filter which allows you to specify additional criteria (e.g., repair tasks, statuses, job types) for repair and custom jobs |
| Selection Method |
Controls whether selection criteria applies to individual repair tasks or to the entire repair (e.g., if you define a Min Each $ of $100, do you only want repairs with individual tasks of $100 or greater, or repairs with total of all tasks $100 or greater?) |
| Couple / Individual |
Controls whether repair and custom jobs should be calculated individually or as a joined account (couple) |
Last Transaction Activity:
| Repair Filter |
Opens the repair filter which allows you to specify additional criteria for repairs and custom jobs |
| Date Range |
Include customers with repair or custom job activity in this date range |
| Couple / Individual |
Controls whether repair and custom job activity should be looked at by individual customer or as a joined account (couple) |