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Client Report

Access to this option is controlled by " Permission option" 32.

Purpose

This report lists your Clients. It is particularly useful if you want to extract Client information and use it in other software. For example the production of labels or Mail-merge to produce a mailshot in a product such as Microsoft Word.

Data Protection collection and use of data Laws vary around the world. You can define for each Client how they can be contacted. This might not be at all, or by one or more of the following methods - Email, Mobile or Mail.

Reports -> Marketing -> Client Report

Label printing

If you have a recognised Label printer available to your computer the "Print labels" option will appear. Select it and instead of a report the names and addresses of those selected will be sent to your Label printer.

Selection Criteria

Clients

  • Country
  • Language
  • Ok to contact - Clients
  • are selected by matching their "contact" status using the following methods

  • Email
  • Mobile
  • Mail
  • One or more Client Types
  • Bookings/Reservations

    If the "Clients with Reservations only" box is ticked you can restrict the Clients to those which have placed a Booking matching the following criteria. Cancelled bookings are excluded.

  • From arrival date
  • To arrival date
  • Location
  • Property
  • Basis - Accommodation only, Bed and Breakfast, Half Board, Full Board
  • One or more Client Types
  • Information reported

  • Client reference
  • Contact name
  • Address line 1
  • Address line 2
  • Post Town/City
  • County, Region or State
  • Zip or Postcode
  • Country
  • Telephone
  • Fax/Facsimile
  • Mobile
  • Email
  • Language
  • Contact by Email - yes/no
  • Contact by Mail - yes/no
  • Sort order

  • Client reference


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