Customer Find: Wishes Tab


Search customers by their wishes.  You can choose between wishes that match or do not match the entered criteria.

Fields and options on the Wishes tab include:

Wish List For When filtering customers by their wishes, only look at wishes for the customer (self), their spouse, or someone else (other)
Wish Option When filtering customers by their wishes, only include customers whose wishes match or do not match the criteria entered on this tab
NOTE: Setting this to do not match would exclude instead of include customers
Wish Status Include customers with wishes that are open, closed (bought or removed), or include both
Date Entered Include customers with wishes entered during a specific time period
Entered By Include customers with wishes entered by a specific associate
Comments Include customers with wishes that have these comments
Item Options Include customers with wishes for inventory items, non-inventory items, or both
Item Filter Opens the item filter allowing you include customers based on more specific item details
Sale # Include customers with wishes that were purchased on a specific sale number
Store # Include customers with wishes that originated from a specific store
Vendor ID Include customers with wishes for this vendor
Vendor Style Include customers with wishes for this specific vendor style
Min / Max Price Include customers with wishes between this retail price range
Event Include customers with wishes designated for specific events (e.g., mother's day, anniversary, birthday)
Event Date Include customers with wishes for events that fall within this date range; use the ignore year checkbox to only consider month and day

 

Updated on Fri, 13 Jun 2025 by Dominick Mastri

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