We are trying to be diligent with our customer source codes so that we can see what aquisiition campaigns are converting to sales, but I’m not sure how to run a report which shows customer, source code and $ purchased and also if they are a club member. Is anyone able to help me?
I am also curious about the Source Code. Hopefully someone can assist us.
I’ll ping this! We just started using source codes as well. How do you run a report on these?
I don’t think you can can you? Certainly not in a searchable fashion.
There are reports with source code. I just don’t recall which ones.
You are right - In the new report engine if you report Contacts > Contact List source code is a column.
The new contact list report shows the source code, but this report contains no sales information. I would like to know where I am getting the contacts from that are purchasing. For example, if I get names from a dinner that I do is that converting to sales. Does anyone have any idea if i can do this report. Seems a bit strange that you can record the source code, but can get no useful information out o the system. Thanks.
Just a guess - but have you looked at Sales Detail X?
How do you enter/track source codes ?