Search customers by repair or custom job activity.
Fields and options are divided into two sections.
Has at least this many repairs or custom jobs:
|
Total Amt $
|
Includes customers who have spent at least this total amount on all repair or custom jobs
|
|
Min Each $
|
Includes customers who have spent at least this much on a single repair or custom job
|
|
No. Items
|
Includes customers who have had at least this many repairs or custom jobs
|
|
Repair Filter
|
Opens the repair filter which allows you to specify additional criteria (e.g. repair tasks, dates) for repairs or custom jobs
|
|
Selection Method
|
Controls whether selection criteria applies to individual repair tasks or to 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 that is $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 $
|
Includes customers who have not spent at least this total amount on all repair or custom jobs
|
|
Min Each $
|
Includes customers who have not spent at least this much on a single repair or custom job
|
|
No. Items
|
Includes customers who have not had at least this many repairs or custom jobs
|
|
Repair Filter
|
Opens the repair filter which allows you to specify additional criteria (e.g. repair tasks, dates) for repairs or custom jobs
|
|
Selection Method
|
Controls whether selection criteria applies to individual repair tasks or to entire repair
|
|
Couple/Individual
|
Controls whether repair and custom jobs should be calculated individually or as a joined account (couple)
|
Last Transaction Activity:
|
Repair Filter
|
Opens Repair/Custom Job filter allowing you to include customers based on Repair/Custom Job criteria.
|
|
Date Range
|
Include customers who have Repair/Custom Job activity in this date range.
|
|
Couple/Individual
|
Whether to look at couples combined account or individual accounts.
|