Browsing through your customers within MarketTime allows you to search, sort, and edit customers as needed.
What you'll learn
- How to browse through your company's customers
- How to use the Quick Report feature found next to each Customer
TABLE OF CONTENTS
To browse through your company's Customers, use the View Customers option found under Customers in the Navigation Menu.
Search (1) - Allows you to search through your customers with a variety of criteria (such as Name, City, Zip Code, etc.)
Advanced (2) - Allows you to refine your search.
Bill To/Ship To Toggle (3) - Allows you to toggle your view by Bill To or Ship To information.
Parent Chain Filter (4) - Allows you to filter customers by Parent Chain.
Salesperson Filter (5) - Allows you to filter by a single Salesperson.
Unfinished Orders (6) - Allows you to filter by any Unfinished Orders you may have
Active/Lead/Inactive Filter (7) - Allows you to filter between Active, Lead, and/or Inactive customers.
Email Blast (8) - Allows you to select customers and obtain email addresses to use for Email Blast.
Send Link (9) - Allows you to invite selected customers to your B2B e-commerce website.
Transfer/Merge (10) - Allows you to merge customers.
Sorting can be achieved by clicking on column headers to sort by a desired column as well.
To edit a customer, click the Edit button on the far right of each customer to do so.
Customers can be exported to an Excel file by selecting your desired customers (1)and clicking the Export button (2).
Quick Reports are designed to give you as much information at-a-glance as possible, without making you run full reports to find something simple.
This report allows you to see basic information for Last Year To Date, Last Year Total, Year To Date, the difference between this and last year, and the last time they ordered.
The Show All button allows you to toggle between the default option of seeing only orders within the last calendar year, and ALL sales for this customer.
The Select Export option allows you to choose how you'd like to Export this report if desired, prompting you to name the file before doing so.