Is there a way to get a report of new customers we have?
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‎09-09-2020 07:20 AM
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‎09-09-2020 07:40 AM
Hope my answers help.
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‎09-09-2020 07:38 AM
Thank you!
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‎09-09-2020 07:34 AM
That one, you can just search and not put anything in, magnifying glass, customer, green magnifying glass, should bring up all of your customers in your system. Some are probably not needed anymore, maybe need merged, whatever. But you can send it to Excel and go from there to see what you have.
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‎09-09-2020 07:30 AM
Ok thank you, also is there a way to find a list of all customers?
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‎09-09-2020 07:29 AM
In the Legacy Reports, there is a "New Customer Report". Just put in the date range, if you are authorized.