Export Lost Customer postal and email addresses
Category:
Customer
Version:
1.8+ These reports are designed to generate data for mail and email merge programs to contact 'lost' customers - ie ones that we used to do business with but no longer.
Both have the same parameter screen:
The explanatory text for the email one is:
This report is designed for exporting customer email contact data for use with mail merge facilities.
It finds 'lost' customers. Customers are checked for having no invoices (and counter sales) in the specified months prior to the specified date, but who had invoices issued in the specified
previous months.
Only customers who spent more than the 'Spent Above' amount are included.
Customers who have been de-activated are ignored as are those with no active patients.
All the text selection fields entered have % added so that leaving them blank will find all. The selection is case-insensitive.
If there is no Practice Location selection then customers with no Practice Location set will be included. Using the selection '-' will select just those with no Practice Location set. The same
applies for the Account Type/Category selection.
Where the customer has multiple contacts, these are ranked as follows:
If preferred and purpose Correspondence - score 30; If purpose Correspondence - score 20; If preferred - score 10; else score 0.
The highest rank contact is used, and if more than one has the highest rank, then the newest is used.
Note that prior to using in mail-merge or other programs, you must remove the information and explanation lines following the data lines.
The email addresses have a semi-colon appended so that they can be concatenated.
The cell below this one contains all the addresses concatenated. It is in 1 point font so as to fit in as many as possible. You will not be able to read these in the printed or preview version, but
in the exported CSV file they appear correctly. The field can contain over 10,000 email addresses.
Apart from the email specific stuff that for the postal addresses is the same.
