Envision Cloud User Guide

Clients by First Visit

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Clients by First Visit

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Clients by First Visit

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This report shows clients in order of their first visit date. This date comes from the first sale for the client. This report is useful to reach clients who are new to your business in a date range.

 

Options Include:

 

oFirst Visit Date Range Selection
oActive, Inactive or All Client Selection

 

This report displays the following information:

 

oFirst Visit Date
oName
oAddress
oCity
oState
oPostal (Zip code)
oHome Phone
oMobile Phone
oEmail

 

Report Example:

 

client_first_visit