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Support Article: Marketing Search
The Marketing Search feature provides a way to search your customer database using
a variety of parameters and output the results to reports, labels, and letters.
This feature is located on the Reports Menu.
When you open the Marketing Search screen, you'll see there are many parameters that may be used to define your search. As you choose your search criteria, they will be displayed In the lower left hand corner of the screen.  After you have selected your search parameters, click on Next. In this case we selected the Active customers with AUTO policies.
Once the search is complete, the results are displayed for you to review. Next you will want to click on the icon shown by the blue arrow to have the opportunity to print a report, labels or letters. The letters work exactly like the renewal letters. Select a letter template and each customer's information will be merged with the letter you select.
You will note that there may be duplicate names in your search results. This is because some of your customers may have more than one policy that meets your search criteria. If you want to send only one letter or print one label for each customer on the list, you can easily handle the duplicates by pressing the duplicates button next to the duplicate notification. (If there are no duplicates you will not see this notification.) Duplicates can then be easily deleted. This does not affect your live data, only this work file.
Click on the Duplicate Records button again, it toggles off, and returns to your original search results minus the duplicates that were deleted.
You can click on the Help "?" for more information. |
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