New Anniversary Date field in Customer module

 

In the 3.96 release, a new field in the Customer module is available in the Other tab called the Anniversary Date field.  You can use this field for wedding anniversaries or the anniversary of the day the customer joined as a member so that you could acknowledge the customer on their special day with letters, gifts, offers, specials, etc.

Shout out: Dustin Baker

To update a customer file with an anniversary date

  1. Go to the Customer module.

  2. Look up the customer for whom you’d like to enter an anniversary date.

  3. Select the Other tab.

  4. In the middle of the screen, enter a date for the anniversary in the Anniversary Date field.

  5. At the bottom of the screen, click Save.

  6. Click Exit to close the Customer module.

 

To run a report for the customer’s anniversary

This is a Customer List Custom Report. To run it do the following:

  1. Open the Report module.

  2. Select the Daily tab.

Running this report for the first time? Yes>ClosedGo to Reports. Select Report Options at the bottom-left of the screen.Note: Make sure you have the correct terminal selected from the Name drop-down list at the top. Select the On Demand, Daily, Weekly, Monthly, or Yearly buttons depending on how often you want to run this report.From the left-hand column, select the report, for example, Batch Payment Account Report or Batch Payment Account Report by Store depending on your needs. Select the > button. The report moves from the left column into the right column. Select Close. The report will be available under that tab in which you selected next time you want to run the report.

  1. Select the Customer List Custom Report from the list on the left; you may have to scroll down.

  2. On the right-hand side of the screen, in the Custom Field section, select the Anniversary checkbox.

  1. Select Print or Display. The report is run and the anniversary date is in the report.

Example Report