Customer Mail Merge report

Jan 08, 2008 2 Replies

I want to mail all customers who have made purchases from a particular department in the last year.



Does anybody have a report which would enable me to filter this..?



Its basically a sales report, with the customer name, address 1, 2,3, post code, city etc, I would also like it to have account type as a filter, as i do not want to include staff memebers or account holders in the mailing....



anyone got something that can do this!? :)



Phil


Hi Philip, I don't have the report you are asking for but maybe a query...

First confirm your exact spelling for account types; let's say they are STAFF and ACCOUNT HOLDER - also below type in your exact department name...

select (firstname+' '+lastname) as Customer, address, customer.address2, customer.zip from customer inner join accounttype on customer.accounttypeid = accounttype.id inner join [transaction] on customer.id = [transaction].customerid inner join transactionentry on [transaction].transactionnumber transactionentry.transactionnumber inner join item on transactionentry.itemid = item.id inner join department on item.departmentid = department.id where department.name = 'YOUR DEPARTMENT NAME HERE' and accounttype.description not in ('staff'. 'account holder') and [transaction].time between '01/01/2007' and '01/01/2008'

You can try test> I want to mail all customers who have made purchases from a particular

Philip,

Are you still interested in a report that you can generate/format, or are you going with the query/export? Let me know, because I think I have just written something that is what you are looking for.

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