| Customers Work Area (F10) (Standard in Diamond - Not Available in Intro, Basic or Deluxe) |
The Customers Work Area tracks buyers' names, IDs, addresses, phone numbers, email addresses and dates of last purchases.
This feature is used for sorting customers for analysis and mailings. Customers may be sorted by active, inactive or all customers, by purchase count, by last-purchase date, by date added to the database, by those to receive mailings, or by zip code.
Mailing labels may be printed for selected customers. Data may be exported to spreadsheets and databases.
Check 'Show customers work area.' to activate this feature.
Customer information will be added automatically to the Customers Work Area for each new sale. To manually transfer customer information from existing invoices to the Customers Work Area, click on 'Copy customer information to customers work area.' below.
Check 'Present customer picklist for new sales.' to have a list of existing customers presented at the point of sale (for quick auto-entry of buyer information).
Access the Customers Work Area by clicking on 'Customers' on the Work Areas Toolbar in BCSS or press F10.
