I have recently undertaken the task of sorting through our Customer Account List to filter through inactive Customers and Customers that may not have used us in sometime which may require a courtesy call to drum up business or alternatively close their Account.
Our Customer Account Card listing has been neglected for quite some time and we have amassed some 2,800 Customer Cards. I thought a simple approach would be to check the Last Sale Date for each Card to assess last usage of our services.
Creating a Spread Sheet I have listed all Clients and proceeded to try find a way to export/View all Clients 'Last Sale Date' in an easy to read format rather than opening each Client Card, Selecting History Tab etc then closing and reopening the next card 2,800 times..
Im sure this would be a handy addition (especially in this instance) and considering the 'Last Sale Date' Field has already been created surely linking it to a report would be a minor programming task.
Cheers
"Last Sale Date"