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How do I add all of my customers to the View List to print labels or follow-up reports for everyone?

April 26, 2017customers follow-up labels list print reports view

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How do I add all of my customers to the View List to print labels or follow-up reports for everyone?

1 Answer

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Go to the Report Selections\Follow Up tab. Double click any of the follow up letters. Set both the ‘Service Date From’ and “Service Date To’ to tomorrow’s date. For the ‘Selection Method’, select the ‘Select by Customer not found in selected date range.’ Click on the Search button.