Hi,
I would like to be able to email out reminders for an annual service to our customers but I cannot find a report that can provide the information in one report.
The report I need would show a list of invoiced customers over a particular time frame and it would provide their email address.
I have tried using Contact Log and filtering the date which provides me with a list of the customers and I am able to modify that report to include the phone number but unfortunately it does not give me the option to modify it to show their email address.
Does anyone have any suggestions as to how to create a report with these details?
Thanks.
Kerry
"Contact Log filter to include email"