List Management Contents

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Oswald Wilfrid Barnett
6 years ago
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List Management You can print, email or export things such as labels, letters, postcards, renewal notices, summary lists, detailed lists, site diagrams and maps from List Management.

1 List Management You can print, or export things such as labels, letters, postcards, renewal notices, summary lists, detailed lists, site diagrams and maps from List Management. You can also create lists to use in the Data Update Utility. All lists are created using the Location Search or the Advanced Location Search area of the program. Below are a few scenarios for using lists to get you started with list management. Contents How do I create a list of all customers?... 2 How do I create a list of customers that were added into PestPac within a specific date range?... 6 How do I create a list of customers that have a particular service but do not have another?... 9 How do I create a list of customers with specific renewal dates if I am tracking that information in a Renewal? How do I create a list of customers with specific renewal dates if I am tracking that information in a Service Setup? What can I do with a location list once it s been created?

2 How do I create a list of all customers? Start off at the Location Search screen. If not there already, you can get there using the left navigation menu from any screen in the software. 2

3 To create a location list of all customers leave all of the fields blank and click on Search. Click OK to the prompt confirming you want to leave all fields blank. 3

4 When the results appear click on Add To List. Give the list a name. From here you have 2 options for the list type. Dynamic: This list will refresh with any new results that match your search criteria every time you access the list. Static: This list will stay exactly the same as when you created it. For this scenario I would like my All Customers list to refresh with any new locations each time that I access the list so I am selecting Dynamic. Click OK. 4

5 Your list is now created. To get back to this list in the future you can access it from List Management under the Customer Menu. 5

6 How do I create a list of customers that were added into PestPac within a specific date range? Start off at the Location Search screen. If not there already, you can get there using the left navigation menu from any screen in the software. From Location Search, use the Beginning Entered Date and Ending Entered Date. These fields track when a location was physically added into PestPac. In this example, I am creating a list of all customers/locations that were entered in

7 Click on Search. Click on Add to List. 7

8 For this scenario, it doesn t matter which list type we select. Since these accounts could only have been entered in 2014, it doesn t matter whether you select Dynamic or Static. Enter in a List name and click OK. Your list is now created. To get back to this list in the future you can access it from List Management under the Customer Menu. 8

9 How do I create a list of customers that have a particular service but do not have another? Start off at the Location Search screen. If not there already, you can get there using the left navigation menu from any screen in the software. 9

10 Scroll down and click on Show next to Advanced Search. Here you will use the Service and Not Having Service fields. In this example, I am looking for customers that have ANTS service but do not have PC service. 10

11 After filling in your services scroll up and click on Search. Click on Add to List. From here you have 2 options for the list type. Dynamic: This list will refresh with any new results that match your search criteria every time you access the list. Static: This list will stay exactly the same as when you created it. For this scenario I would like my list to refresh with any new locations each time that I access the list so I am selecting Dynamic. Click OK. 11

12 Your list is now created. To get back to this list in the future you can access it from List Management under the Customer Menu. 12

13 How do I create a list of customers with specific renewal dates if I am tracking that information in a Renewal? Start off at the Location Search screen. If not there already, you can get there using the left navigation menu from any screen in the software. 13

14 Scroll down and click on Show next to Advanced Search. 14

15 Populate the Beginning Renewal Date and Ending Renewal Date, set the Setup Status to Active and the Setup Type to Renewal. Scroll up and click on Search. Click Add to List. 15

16 Enter the list name and select the list type of Dynamic. Selecting Dynamic will refresh the list every time you access it to only include the results where the renewal date matches the criteria you used to create the list. So anyone who has renewed and their renewal date has advanced will fall off the list. Click OK. Your list is now created. Click on Print to access your options for printing out renewal notices. Before you can print a renewal notice you must first have a letter created in your Letters Lookup Table and also have the correct form purchased and configured under Printer Setup. 16

Select the Report option Renewal Notices.

17 Select the Report option Renewal Notices. Re-enter the Starting and Ending renewal dates you are printing notices for. You also have the ability to narrow down your results to a specific service code or service class. Select the Renewal Status of Active and make any further adjustments on the screen you would like specifically for your notices. 17

You can display the results prior to printing. If you are emailing your notices you will not require forms.

18 You can display the results prior to printing. If you are ing your notices you will not require forms. To get back to this list in the future you can access it from List Management under the Customer Menu. 18

19 How do I create a list of customers with specific renewal dates if I am tracking that information in a Service Setup? Start off at the Location Search screen. If not there already, you can get there using the left navigation menu from any screen in the software. 19

20 Scroll down and click on Show next to Advanced Search. 20

21 Populate the Beginning Renewal Date and Ending Renewal Date, set the Setup Status to Active and the Setup Type to Setup. Scroll up and click on Search. Click Add to List. 21

22 Enter the list name and select the list type of Dynamic. Selecting Dynamic will refresh the list every time you access it to only include the results where the renewal date matches the criteria you used to create the list. So anyone who has renewed and their renewal date has advanced will fall off the list. Click OK. Your list is now created. Click on Print to access your options for printing out renewal notices. Before you can print a renewal notice you must first have a letter created in your Letters Lookup Table and also have the correct form purchased and configured under Printer Setup. 22

You also have the ability to narrow down your results to a specific service code or

23 Select the Report option Renewal Notices. Re-enter the Starting and Ending renewal dates you are printing notices for. You also have the ability to narrow down your results to a specific service code or service class. Select the Renewal Status of Active and make any further adjustments on the screen you would like specifically for your notices. 23

24 You can display the results prior to printing. If you are ing your notices you will not require forms. To get back to this list in the future you can access it from List Management under the Customer Menu. 24

25 What can I do with a location list once it s been created? You can print labels, letters, postcards, renewal notices, summary lists, detailed lists, detailed lists with services, site diagrams or maps. To get to these options go to the list you created and want to do one of those actions for by going to Customer and then List Management. Select the list you want to use and click on Go. Click on Print. 25

26 Here you can check out your options for printing, displaying, ing or exporting depending on which selection you make. The options here are: Labels Letters 26

27 Postcards 27

28 Renewal Notices Summary List 28

29 Detailed List (Customize allows you to select the show columns) Detailed List With Services Site Diagrams 29

30 Map You can also use a location list to perform data updates in the Data update Utility. Access this utility under Tools and Data Update Tools. 30

31 Click on Data Update Utility. Review the separate training documentation on how to use this utility. 31

Service Notifications

Service Notifications Service Notifications are used to communicate an upcoming service date and/or time to your customer by means of email, postcard or phone call depending on your company's processes