The Thank You report details a combination of information useful for following up with customers. It shows contact information and a sales history for customers. This might be useful in helping you to thank a customer for his business. The query for it is similar to that of activity reports. For more about report filters and settings, see the section entitled Creating a Report.
Data fields in the Thank You report include:
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Sale # |
The transaction number of the sale. | ||
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Date |
The date the transaction took place. | ||
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Description |
A description of the item sold. | ||
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Amount |
The amount for which the item sold. | ||
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Associate |
Groups customers by associate. | ||
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Customer |
The customer’s name, phone, address. | ||
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