A QueryPlus user was interested in compiling a list of Customers added during a specified time period.

In AMS360, There are 2 dates available:

            Customer Entered Date –       the date the Customer record was created

            Customer Added Date –        the most recent date the Customer Type (Suspect, Prospect, Customer)  was changed.

In AFW, there aren’t any dedicated date fields, but since the Customer ID field itself is a date, it is available:

            Customer ID -             the date the Customer record was created

When combined with other Customer status fields, like:

•             Customer is Active
•             Customer Type
•             Customer Accounts Receivable Closed Date (indicates that all Invoices have zero balance)
•             Customer Open Policy Count
•             Customer Latest Policy Expiration Date

There are a whole lot of queries and reports available for basic Customer status.

As always, please feel free to ask for assistance, on this or any other query/report you are looking for. We’re here to help!