Customer Mail Merge report


P

Philip Gass

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
 
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C

convoluted

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 testing the query first by removing the section starting with
"and accounttype.description not in.... - to show you all employees for
transactions in all history, then start adding the verbiage to confirm that
its removing those records you are not interested in....hope this helps.
 
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J

jocelynp

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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