Broadcast Email – Contact Information Selection

When utilizing the Broadcast email utility, users have the option to select information from the Customer Contact Information. This information is held under Customer > Customer Information > Contacts Tab. Below is a list of all the different filters available and which fields can be used from the customer contact information. Once you have used a certain field, it will no longer be available to add that same field for further filtering. When using the “is between” filter, make sure you are in numeric or alphabetic order to successfully pull criteria.

Customer ID is, is at most, is at least, or is between two Customer ID’s
Customer Name is, contains, is at most, is at least, or is between two Customer Names
Customer Type Select a specific Customer Type
Salesperson Select a specific Salesperson
Marketing List Select a specific Marketing List
Balance Due is, is at most, is at least, or is between two dollar amount
Number of Orders is, is at most, is at least, or is between two numbers
Date Last Order on, on or before, on or after, or is between two dates
Marketing Code Select a specific Marketing Code
Branch Select a specific Branch
City is, contains, is at most, is at least, or is between two cities
State / Province is, contains, is at most, is at least, or is between two state codes
Zip / Postal Code is, is at most, is at least, or is between two zip codes
Country is, contains, is at most, is at least, or is between two country codes
Credit Limit is, is at most, is at least, or is between two number
Credit Hold Yes or No
Last Credit Review on, on or before, on or after, or is between two dates
Terms Select a specific terms code
Price Code Select a specific Price Code
Discount Percent is, is at most, is at least, or is between two numbers
Opened Date on, on or before, on or after, or is between two dates
Ownership Style is, contains, is at most, is at least, or is between two types of ownership styles
Taxable Yes or No
Contact ID is, contains, is at most, is at least, or is between two Contact ID’s
Contact Title is, contains, is at most, is at least, or is between two Contact Titles

 

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Posted in Customer, Email - Last modified on July 29, 2014Lauren Stine
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