Fiscal Purchase History

Use the Fiscal Purchase History screen to select customers based on their yearly purchasing totals broken down by systems.

The Fiscal Purchase History screen can be accessed from the Campaign screen by clicking on the Fiscal Purchase History link.

The search fields on the Fiscal Purchase History screen are:

Field	Description
Year	Select a year you wish to search under for customer purchasing totals.
Parts	Search for customers by the amount the customer spent yearly on parts.
Service	Search for customers by the amount the customer spent yearly on service.
Equipment	Search for customers by the amount the customer spent yearly on equipment.
Rental	Search for customers by the amount the customer spent yearly on rentals.
Other	Search for customers by the amount the customer spent yearly on other.
Total	Search for customers by the total yearly amount spent.

Use these buttons to complete your work on the Fiscal Purchase History screen:

Button	Function
Save	Saves changes made on the Fiscal Purchase History screen and returns to the Campaign screen.
Close	Closes the Fiscal Purchase History screen without saving and returns to the Campaign screen.

Security Switch: 701 - Customer Care - Marketing

Revision: 2024.11