We too have been dutifully filling the in the Customer Since field when we set up new cards. Now that we want to use that data to analyse how many new customers we have set up and when, it is not av...
Reports: Customer Since field
GazzaA
13 years agoExperienced Cover User
Under the History Tab of each Customer is the option to record a date of 'Customer Since'
I cannot find any report which allows this date to be included or filtered.
This would be a very helpful option particularly in a marketing sence.
"Customer Since field available on more reports."
- Warwick12 years agoContributing User
Hi there
I have just been through the report menus and was also disappointed not to be able to report this field.
I have been filling in 'Customer since" for some time with each new customer as it seemed like a useful thing to know. Now I need the info, I was right to collect it and yet it does not seem to be reported.
I guess I'll have to do it card by card and be annoyed.
- 10 years ago
Wouldnt it be logical for the system to take the date from the first invoice for this field.
I have just found it and wish I had entered a date here for all my old customers - better the system done it for me.
Cheers
- GazzaA10 years agoExperienced Cover User
At last someone from MYOB has taken up this issue.
I first raised the matter in Sept 2012, Warwick added a comment in August 2013 then DJH added a sugestion in April 2015. Steven M from MYOB then responds to Warwick in April 2015 that the issue has been shared with the team. I am not sure what this means even if it is only nearly two years later.
One could say better late than never.
We can only hope a resolution does not take as long.
- Suja_P10 years agoFormer Staff
Thank you very much for your post and feedback, GazzaA. Your idea and the comments on the post have been passed on to our developers. Currently we do not have a time frame on when the ability to add the Customer Since field in reports will come about. In the meantime we request everyone who would like this introduced to please add your votes and comments.
- 8 years ago
I have just tried to do this report showing the customer since and it has still not been added. This thred started in 2012. Seems a long time to be develpoing this. The data is useless for us if it cannot be reported on.
Related Content
- 11 months ago
- 9 months ago
- 2 years ago
- 2 years ago
- 12 months ago