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.
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.
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.
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