How can I get a list of customers and their email addresses ? Follow

Overview

You may want to contact vehicle owners for follow up service on a windshield replacement, repair or to follow up on open Quotes and work orders. A good way to do this is through email follow-up/contact. It is a good idea to start asking for email addresses from customers on all new orders.

Go to Reporting > Reports

Choose Excel Specific report option

Select the Order Customer Data report

This report allows you to select by order type (Quotes, Work Orders, Invoice and Cash Sales)

Enter in your date range and order type.  The report will display the email address and some of the associated order information.

You can now use this information to contact your customers.

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