The Filter feature in SI is a powerful method of sorting your customers into specific groups. All tabs of the SI application allow you to use filtering including the Point of Sale tab, the Targeted Marketing Promotions tab, the Customer Contacts tab (which includes appointment reminders, declined work reminders, thank you notifications, and newsletters) and the Service Reminders tab. Using Filters is an important way to find key groups in your database such as lost or best customers, or even which vehicles in your database will be due for a timing belt soon.
Inside of SI, click the Add Filters button in the upper left-hand side of the customer list box.
Note: This button is in the same location for all tabs, but is only applied to the current tab that you have selected.
In the dialogue box that appears add your custom filters to find your customer grouping.
The Filters in the screenshot below are useful for identifying those customers in your database that are your best customers.
The Filters in the screenshot bellow are useful for identifying those customers in your database that are your lost customers.
The Filters in the screenshot bellow are useful for identifying those customers in your database that need a timing belt service.
"Add Filters" will become edit filters when filters are already applied. To remove filters, either uncheck all boxes and hit OK or click the button "Remove Filters" next to "Change Filters".