cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Community Explorer **

Customer Contact List by Location

Does anybody know if you can run the customer contact list to break out by location?  I have 2 stores and we enter sales receipts at both locations.  I need to email customers different marketing material based on where they purchased at.  So, getting 2 emails lists would be great.  I just can't find a way to run the report by location

8 Comments
Established Community Backer ***

Re: Customer Contact List by Location

If you put them in by location, you should be able to get them out by location, at least into Excel, where you can sort. Assuming you looked under customer list and did not see an option to sort by location.

QuickBooks Team

Re: Customer Contact List by Location

Good to see you here in the QuickBooks Community, Todd Miller.

 

In addition to what Teri said, sorting it using Excel, you can also group your customers by location inside QuickBooks Online.

 

Here's how:

  1. Open the Customer Contact List Report.
  2. From Group by drop-down, select your preferred option. 
  3. Click Run report.

Capture1.PNG

 

This will help you to filter the customers by location. Please let me know if you have other questions about QuickBooks. 

Community Explorer **

Re: Customer Contact List by Location

I don't think I explained that correctly.  You can set up QB to enter "location" on your sales receipt.  We use this to designate two different store locations.  I'm trying to develop 2 separate email lists...one for each location, because they are different businesses.  I'm trying to figure out a way to sort by THESE locations so we can import the different types of customers to a email marketing service with targeted email campaigns. 

Community Explorer **

Re: Customer Contact List by Location

I don't think I explained that correctly.  You can set up QB to enter "location" on your sales receipt.  We use this to designate two different store locations.  I'm trying to develop 2 separate email lists...one for each location, because they are different businesses.  I'm trying to figure out a way to sort by THESE locations so we can import the different types of customers to a email marketing service with targeted email campaigns. 

Moderator

Re: Customer Contact List by Location

Thanks for providing additional details of your concern, Todd Miller.

 

You can use customer types for grouping customers into different locations. Then, we can customize the Customer Contact list report to add a type or location column. I'll be happy to guide you through this process.

 

To add a customer type:

  1. Go to Sales on the left pane.
  2. Choose Customers at the top.
  3. Click the Customer types button.image.png
  4. Select New customer type button.
  5. Enter the location name in the box.
  6. Click Save.

image.png

Assign a customer type to a single customer:

  1. Follow the first two steps above.
  2. Find the customer, then select Edit.
  3. Select the Additional info tab.
  4. Choose customer type from the drop-down.
  5. Click Save.

image.png

For multiple customers:

  1. Perform the step 1 and 2 above.
  2. Check all the customers you want to include in a customer type.
  3. Select the Batch actions drop-down
  4. Choose Select customer type.
  5. Select the customer type from the drop-down.
  6. Click Apply.

image.png

To customize the Customer Contact List report:

  1. Go to Reports on the left pane.
  2. Enter and select Customer Contact List in the search box.image.png
  3. Click the small gear icon and select Show More.
  4. Check the box next to Customer Type.image.png image.png

Check this article for the complete information: Set up and assign customer type.

 

That should get you back on track.

 

I want to make sure you're able to get this done, so please let me know how it goes. I'll be here if you have any questions in QuickBooks Online. Have a great day.

Community Explorer **

Re: Customer Contact List by Location

Thank you PreciousB.  Is there any way to have the "customer type" show as a drop down box on the sales receipt or invoice so we can just start entering in there from now on, when we enter a sale?  

QuickBooks Team

Re: Customer Contact List by Location

Delighted to hear again from you, @Todd Miller.

 

The Customer Type can be manually added as custom field on the sales form. Let me walk you through in doing so.

 

First, let's add the custom field in your sales form. 

  1. Go to the Gear Icon.
  2. Choose Custom Form Styles.
  3. Look for the Invoice/Estimate/Sales Receipt template you're using.
  4. Click on Edit link.
  5. Select the Content tab.
    1. Click the Pencil Icon on the first part.
    2. Hit the Custom Field link to expand. 
    3. Put a check mark on the Custom Field box.
    4. Type in Customer Type.
    5. Click Done.

Once completed, you can now add Customer Type on the sales form.

h3.gif

 

For a more detailed information, you may check out these articles for references:

Fill me in if you have other questions about tracking your income transactions. I'm just a few clicks away.

ProAdvisor

Re: Customer Contact List by Location

 

 


@Todd Miller wrote:

Does anybody know if you can run the customer contact list to break out by location?  I have 2 stores and we enter sales receipts at both locations.  I need to email customers different marketing material based on where they purchased at.  So, getting 2 emails lists would be great.  I just can't find a way to run the report by location


@Todd Miller 

 

Currently, Customer List by Location Tracking report is not available in QBO. The database is already there in QBO, all they have to do is modify currently available "Sales by Location Retail" and be able to add few new columns like email, address and so on. And also, be able to filter the columns from the report as you need. Or just a simple Customer Contact List report be able to filter by class and location tracking would also work.

 

Customer type feature is not really designed for location tracking tasks. You assign customer type for business to sort out for example commercial, retail, government, wholesale and so on. Or create price rules for your customers.


This workaround may or may not work for what you want to do but definitely not the right solution you want in QBO.