Accounting Ideas

Filtering the Customer Address list to prevent sending cards to those that have not placed orders.

Every year we send out christmas cards to all our customers that have placed orders with us from the 1st January to 31st December. Its a big task and I thought it would be easier this year now were using sage but no, there is no way on the customer list to filter out those that have just made enquiries. It would be so helpful if this was a feature on sage and would save my business time as I would not have to trawl through the list to see who has been naughty or nice lol.

  • Guest
  • Dec 6 2021
  • One For The Future
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