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Is there a way to get a report of new customers we have?

krockwel
New Contributor II
 
5 REPLIES 5

dwhite45
Valued Contributor

Hope my answers help.

krockwel
New Contributor II

Thank you!

dwhite45
Valued Contributor

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.

krockwel
New Contributor II

Ok thank you, also is there a way to find a list of all customers?

dwhite45
Valued Contributor

In the Legacy Reports, there is a "New Customer Report". Just put in the date range, if you are authorized.