PassTracker - Customer Referrals Entry and Summary Report
Often it is desireable to track where your customers are coming from. PassTracker allows you to tag your customers with a referral tag and then generate a report for your customers, as to where they came from.
From the Main Customer/Students screen
Click the New Customer record. You can also add tags by using the Edit button on existing customers.
Enter Customer Information
Note the Referrals tag field.
Enter a Referral Tag
If you wish to edit the Referral Types, click the Edit.. item at the bottom of the popup list.
Edit Referral Tags
Click OK to save changes.
Quick search
Command F or click the Find button at the top of the Students/Customers screen.
From the Quick Find click "Advanced Search"
In Advanced Search, click into the Referral Field
Enter a Search Criteria
>0 will find all tagged records. Enter a specific item to search on that tag.
Or select from the popup
Reports Tab: Customer Tab: Customer Referral Report
Customer Referral Report
Your list of Customers will be sorted by the Type or Referral Tag. There is a count of each Tag type in the grey bar area.
To view different fields, you can also go to the Customizable List view.
Customizable List
On this layout all the fields are customizable through a popup menu at the top of each field column.
Customize Fields for Printing and Display
Click on the popup and select the field you wish to see displayed.