• Utilities Customers Pages
  • Utilities Customers-Query Select Page
  • Utilities Customers-Customer Marketing Page
  • Utilities Customers-Add Offers Page
• Performing Customers Batch Processes
  • Updating Customer Marketing Data in Batches
  • Generating Offers in a Batch
    • Searching for Customers Eligible for Offers
    • Selecting Customers Eligible for Offers
    • Making Customer Offers

Update Customer Marketing Section

To use the Customers|Customer Marketing page to update customer marketing data in a batch, you must first select a query in the customer marketing section of the Customers|Query Select page.

Additional queries can be created using the Business Intelligence and Reports application Business Intelligence pages. For more information, refer to Creating a BI Query.

The following image illustrates the update customer marketing section on the Customers|Customer Marketing page, with the General Customer Marketing query selected:

The update customer marketing section of the Customers|Customer Marketing page, with the General Customer Marketing query selected, contains the following properties:

Field	Description
Customer Number	Enables you to filter the search based on the customer number. You can enter the entire customer number or use wildcard characters to search using portions of the number. For more information, refer to Using Wildcard Characters to Perform a Search. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Phone Number	Enables you to filter the search based on the default contact’s phone number. You can enter the entire phone number or use wildcard characters to search using portions of the number. For more information, refer to Using Wildcard Characters to Perform a Search. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Last Name	Enables you to filter the search based on the default contacts’s last name. You can enter the entire last name or use wildcard characters to search using portions of text. For more information, refer to Using Wildcard Characters to Perform a Search. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default First Name	Enables you to filter the search based on the default contact’s first name. You can enter the entire first name or use wildcard characters to search using portions of text. For more information, refer to Using Wildcard Characters to Perform a Search. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Address Street	Enables you to filter the search based on the customer's default street address. You can enter the entire street address or use wildcard characters to search using portions of text. For more information, refer to Using Wildcard Characters to Perform a Search. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Address City	Enables you to filter the search based on the customer’s default address city. You can enter the entire city or use wildcard characters to search using portions of text. For more information, refer to Using Wildcard Characters to Perform a Search. To add additional fields, click or press CTRL+TAB once you have made an entry.
Customer Organization Name	Enables you to filter the search based on the name of the organization associated with the customer account. You can enter the entire organization name or use wildcard characters to search using portions of text. For more information, refer to Using Wildcard Characters to Perform a Search. To add additional fields, click or press CTRL+TAB once you have made an entry.
Default Address Postal/Zip Code	Enables you to filter the search based on the customer's default address postal/zip code. You can enter the entire postal/zip code or use wildcard characters to search using portions of text. For more information, refer to Using Wildcard Characters to Perform a Search. To add additional fields, click or press CTRL+TAB once you have made an entry.
Page Size	Enables you to specify the number of records to display per page returned in the results.
Search Type	Enables you to choose the appropriate type of matches you are expecting: Match Any: When you want to search for records containing one or more of the search terms you selected. Match All: When you want to search for records that contain all of the search terms you selected.

Select Customers Section

The select customers section of the Customers|Customer Marketing page displays the results of the search performed in the update customer marketing section. If multiple pages of search results are displayed, you can use the '<< Previous' and 'Next >>' buttons to view the additional pages. The customers selected in this section will have their customer marketing data updated according to the changes made in the select customer updates section. You cannot select customers on multiple pages. If the two or more customers you want to select do not appear on the same page, increase the 'Page Size' or narrow your search by modifying your search criteria.

The following image illustrates the select customers section of the Customers|Customer Marketing page:

Select Customer Updates Section

The select customer updates section of the Customers|Customer Marketing page enables you to select which customer marketing data fields you want to update with new values.

The following image illustrates the select customer updates section of the Customers|Customer Marketing page:

The select customer updates section of the Customers|Customer Marketing page contains the following properties:

Field	Description
Data [1-50]	Enables you to store additional information specific to your organization. Any data entered into these fields is searchable through Business Intelligence. To modify a data field label, navigate to the Registry::EN::Collection Objects::TScustomerCO::Update node and select the appropriate field that you want to re-label.
Date [1-10]	Enables you to store additional date information specific to your organization. Any dates entered into these fields are searchable through Business Intelligence. To modify a date field label, navigate to the Registry::EN::Collection Objects::TScustomerCO::Update node and select the appropriate field that you want to re-label.
Currency [1-10]	Enables you to store additional currency information specific to your organization. Any currency data entered into these fields is searchable through Business Intelligence. To modify a currency field label, navigate to the Registry::EN::Collection Objects::TScustomerCO::Update node and select the appropriate field that you want to re-label.
Fixed Integer [1-10]	Enables you to store additional information (as fixed integers) specific to your organization. Any integer data entered into these fields is searchable through Business Intelligence. To modify a fixed integer field label, navigate to the Registry::EN::Collection Objects::TScustomerCO::Update node and select the appropriate field that you want to re-label.
Multidata [1-2]	Enables you to store additional information specific to your organization. To add additional fields, click or press CTRL+TAB once you have made an entry. Any data entered into these fields is searchable through Business Intelligence. To modify a multidata field label, navigate to the Registry::EN::Collection Objects::TScustomerCO::Update node and select the appropriate field that you want to re-label.
Count	Displays a window indicating the number of records returned in your search results.
Process Range	The customers to update: All: Updates all of the customers returned in the select customers section. Selected: Updates only the customers selected in the select customers section.