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Customer Types

We have thousands of customers on our system, a lot of which we imported when we moved to RMS.

I have several types of customers who are members of different 'clubs' e.g. barbeque club, food club, discount club, staff member etc, and then i have 2 stores.

I want to be able to pull out groups of customers for analysis, and currently i can do this to a certain extent using filters to select the range of account numbers that i want, for example all staff numbers start with S so i can pull them out etc.

My question is, can i set up several customer types e.g Staff Member Donaghadee Store, Staff Member Bushmills Store, Account holder Donaghadee Store, Account holder Bushmills Store, Barbeque Club Donaghadee, Barbeque Club Bushmills etc etc.

If i set up these types, is there a way that i can filter out the account numbers that i want, and then assign them a customer type? I think what i really need is a tool which enables bulk changes to the customer table to be carried out.

Anyone know of anything that can do this?

Reply to
Philip Gass
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Hello Philip,

I don't know of a special field to select the type of customer. But what you can do is:

- you can defined a custom field called Type (which can be defined in Configuration -> Captions -> Customer -> Text Fields) and then use the Additional Fields tab of Customer to setup the type of your customer.

- you can filter your reports by this column CustomText1 and if you cannot find this column in the filter of your report you can create your own custom report to contain this field.

- having such a big number of customer you can update the type by using a simple SQL Command which you can run in Store Administrator like: UPDATE Customer SET CustomText1='Staff Member Donaghadee Store' WHERE . The only thing is you have to know the conditions, decide which customers get what type.

Hope this helps,

Irina Stanca

"Philip Gass" wrote:

Reply to
Irina

Hi Irina,

Thanks for your help, i have used this system to some extent for the date ranges of club members, but i am proposing to use the Account Type setting which is on the Account Information tab of the Customer Properties, I can set this to be a certain type by default in each store, which means there is one less thing to be forgotten! I will be able to use the SQL you advised me to change my database, do you know if i change this in my store operations, will it automatically update HQ? etc?

Thanks again!

Reply to
Philip Gass

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