Tip:
These filters also appear on the Marketing
Module report.
The demographic filter consists of nine tabs. Click the tab to define a filter on that tab. You can define filter settings on as many or as few tabs as necessary. The tabs are all described in detail below:
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To filter the demographic by status:
Select the Only include Customers with the following status settings: check box.
Select the check box corresponding to the customer statuses you want to include in the demographic.
To filter the demographic by product/service:
Select the Only include Customers scheduled for the following Products/Services: check box. Past jobs are included unless you also define a date filter.
By default, the master product and service categories appear in a tree format. To expand the list, click the appropriate plus box.
Select the check box corresponding to the product/services you want to include in the demographic filter. All customers scheduled for service that includes the selected product/service will be included in the filter.
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For more details, read the Master Service-Product Categories Overview section.
To filter the demographic by campaign:
Select the Only include Customers with the following Campaigns: check box.
Select the campaign for which you want to filter the demographic. Only customers who are part of the selected campaign(s) will be included in the current campaign.
To filter the demographic by custom field:
Select the check box corresponding to the custom field you want to filter.
Type or select the value for which you want to filter the custom field.
Repeat steps 1-2 to filter by additional custom fields.
For more on custom fields, please read the Defining Custom Fields section.
To filter the demographic by company profile:
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Select the Only account for Customers with the following Profile association: check box.
Select the check box(es) associated with the profile(s) for which you want to filter the demographic.
To filter the demographics' customers by their contact interval settings:
Select the check box corresponding to the contact interval that you want to honor. If needed, you can select multiple contact settings.
To filter the demographic by zone:
Select the Only include Customers with a location in one of the following Zones: check box.
Select the check box(es) associated with the zone(s) for which you want to filter the demographic.
For more details, read the Zone Manager section.
To filter the demographic by the job's date of service:
Select the Filter by a Date Range check box.
Select the option button corresponding to the type of date range you want to use:
Only include Customers with service in the following date range. This option will include customers who have at least one active job, schedule, or project scheduled during the date range defined below.
Only include Customers whose last completed service occurred in the following date range. This option will include customers whose most recently completed job, schedule, or project falls within the date range defined below.
Select the start date from the Start calendar box.
Select the end date from the End calendar box.
Select the type of records for which you want to filter from the Account for drop-down list. Your choices are:
All Records. Includes Jobs, Schedules, and Estimates.
All Estimates. Only includes estimates.
All Jobs. Includes Jobs, Schedules, and Projects.
Recurring Jobs. Only includes schedules (jobs with a defined frequency).
One-Time Jobs. Only includes jobs being performed once.
Reservice Jobs. Only includes reserviced jobs. For more on the reserviced jobs fields, please read the Reservicing Jobs section.
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To filter the demographic by customers' entered or contacted dates:
To filter by entered date, select the Filter by date Customer was entered check box. Only customers that were created during the date range will be included in the demographic.
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To filter by the customers last contacted date (as defined in the Customers Detail Tab), select the Filter by date Customer was last contacted check box and the contact type by which you want to filter from the drop-down list. Your choices are Mail, Voice, and E-mail.
Select the filtering option button you want to use:
Between specific dates. Select a date range from the two drop-down lists. Only customers that were created or contacted during the date range will be included in the demographic.
Between relative dates. These dates will be relative to the date on which the demographic is run.
Type the amount of days you want the date range to include in the number field.
Select the relative amount from the drop-down list.
For example, if you wanted to create a demographic that included everyone that had been contacted by e-mail in the last 60 days, you would select the second filter option button, select E-mail from the drop-down list, select the second between option button, and setup 60 Days Before and 0 Days After.
See Also:
Defining Demographics
Customer Reports
