exporting customer list

exporting customer list

Postby robc » Tue Apr 25, 2006 10:39 am

Does anyone know the steps for pulling a customer list of those who were in the shop 6-7 months ago but haven't been back. If you know for ADP and R+R that would be great.

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** Rob, Editor Dealersedge/WD&S **
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robc
 

exporting customer list

Postby petepuma01 » Wed Apr 26, 2006 11:07 pm

Use the SERINDEX file where the selection criteria is LAST RO DATE LESS THAN OR EQUAL MM/DD/YYYY or OFST LAST RO DATE LESS THAN OR EQUAL 180.

You can also use 3064 to create a work file for use in FOLLOWUPWORK file.
petepuma01
 

exporting customer list

Postby jazdale » Wed Apr 26, 2006 11:11 pm

With ADP
Use the VEHICLES file and use the LTDATE, which is the last time the vehicle was in for service or the date it was added from sales.
If you include the DELIVERY-DATE in your report, you can easily see if the LTDATE and DELIVERY-DATE are the same.

Let me know if this is enough to go on.
jazdale
 


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