Content for Page HereImage Removed Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean sit amet mi urna. Aenean dictum, lacus non laoreet dignissim, velit nulla porttitor ligula, ut bibendum tortor lorem vitae arcu. Nulla dictum rhoncus velit sed volutpat. Fusce nisi nisl, aliquet in bibendum mattis, eleifend quis dui. Phasellus sodales magna tellus, quis posuere erat posuere at. Praesent blandit eleifend pellentesque. Pellentesque gravida turpis nunc, in ornare nulla congue in. Etiam et ultrices est. Curabitur diam neque, cursus eget dui nec, lobortis pellentesque justo. Aenean et felis euismod, ultrices massa quis, vulputate dui. Praesent eu aliquam nunc. Phasellus rutrum varius volutpat. Maecenas in metus pellentesque, lacinia neque eget, tristique lectus. In hac habitasse platea dictumst.The Wine club advanced search feature enables the user to select or reject customers that joined, quit, were members, were not members, or had a particular status during a specified date range. For example, if you need to see who joined the club during a specific month you would need to use the advanced search feature. To select club members that joined any club for the month of March, use the following selection.
Image Added Notice there are 2 selections above, selection 2 is optional if you need to narrow it down further. For example, if I know there are customers that join the wine club and quit in the same month I could choose to reject customers that quit in March.
Image Added Once the selections are made, select Done to be taken to the main CRM page (grid), then select Refresh to show the data based on your advanced search selection. Image Added |