QUESTION:

My question is about the campaign reports. We have multiple locations and I was running a list of the new customers we had for the past month and was wondering if there is a way to add which location signed the customer up? Currently it just shows how many customers we signed up abut I would like to know how many customers each location is signing up each month, can you help me with this?

ANSWER:

There really isn't a built-in way to do that. The idea is that since the stores share points and act as a single store, there hasn't been a request to do what you ask.

One way to achieve what you're asking is to annotate the location on the "Additional Info" field when entering a new customer's info. This field can be seen when you download the Excel version of the report (Export to Excel" button).

Another way is to run a "transactions audit" report for the date range in question, export to Excel, and then sort the "Description" column so that all the transactions with "Account Activated" are together. Delete all the other rows, and you then have all the customers who are new for that date range. On that report, you will also find which user entered that information (user = clerk or receptionist) and you can then sort by "User/Employee" (columnB) which should then tell you which store signed up which customer.

As we work more and more with multiple-store locations and franchisees, we are seeing more of a necessity to differentiate between store locations, so this is a feature we are looking to add in the future.