Customer Loyalty Clubs Loyalty clubs allow you to reward customers with coupons and special pricing based on purchases. You establish the criteria and set the reward for the various clubs. You can have 3 different Loyalty Clubs. This article will demonstrate…

Exporting Customer Lists for Bulk Emails Get to the exporting menu by: Main Menu => Customer Information => Customer Lists Shorcut: ALT + F then E and select 1 Note: These instructions can be used to export other customer lists that you generate using…

Import Customer Records Artisan allows you to import customer records from a formatted file. On this example we are using a .CSV ( Comma Delimited) file. Artisan can also import Text (Tab delimited); .TTX (Tagged Text) or DBF (FoxPro & dBase) . Follow…

Merging Customer Records This article shows how to combine customer records. There are several options available, they could be merged based on: Exact Address Matches Close Address Matches Sound-Alike Addresses Exact Name Matches Merging customer records…