Envision Cloud User Guide

Clients by Last Visit

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Clients by Last Visit

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Clients by Last Visit

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This report shows clients in order by their last visit date. This date comes from the client's last sale. Use this report to reach out to clients who recently visited.

 

Options Include:

 

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

 

This report displays the following information:

 

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

 

Report Example:

 

client_last_visit