How To: Find Non-Buyers who have a particular Keycode

You wish to find all customers who have not bought over a specified period and who have the specified Keycode attached to their record.

  1. Open a List Manager screen (show me how).
  2. Click on the PopLMCreateGroup.jpg button and in the popup enter the name of the group, in this case Keycode Non-Buyers.
  3. Click OK. The group will appear in the Group Display Area on the left.
  4. Select the group you have just created and click on the PopLMCreateSection.jpg button.
  5. Add the name of the section, in this example Keycode.
  6. Add two more sections:
    1. Non-Buyers
    2. Non-Buyers Keycode
  7. Close the List Manager.
  8. In [ Sales Summary | Customers ] use the F4 filter button filter to find:
    1. All non-buyers.
    2. Set the date range.
    3. Tick the Send Directly to List Manager checkbox.
    4. Select the Non-Buyers list.
    5. Click on OK in the List Manager List pane popup.
    6. Click on OK to close the F4 filter button filter popup.
  9. In the [ Customer | List ] screen filter on the keycode using the traffic light filter at the bottom of the screen.
  10. Green select all the customers in the grid.
  11. Right-click and select List Manager.
  12. Open a List Manager screen (show me how).
  13. Expand the Section and focus on the Keycode list.
  14. Click on the PopLMAdd.jpg button in the middle of the screen.
  15. Drag the contents of the Non-Buyers list to the basket and select Add, then...
  16. Drag the contents of the Keycode List to the basket and select Keep Common Items.
  17. Focus on the Non-Buyers Keycode list and click on the PopLMAdd.jpg button by the basket at the bottom.

This will create your section of non-buyers with the selected keycode.

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