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Create a customer selection

A list of customers based on what they buy or where they are located.

With a customer selection, you make a list of your customers, for example "customers with mail but without a website". You can save the list and have it emailed regularly.

Steps

  1. Go to Reseller management › Reports › Customer selections.
  2. Click New.
  3. Add conditions, for example on account package, city or a domain name that is expiring. Choose whether all conditions or one of the conditions must apply.
  4. Choose the Columns in the list (besides the name).
  5. Click Show customers to see the result.
  6. Click Save selection.

Good to know

  • Download the list as CSV.
  • You can have a saved selection emailed to members of your team every day, week or month. The email only mentions the number and what changed, with a link.
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