Client Markers

Client Markers are a useful tool for identifying different types of clients in your database so you can find them later, particularly for marketing purposes. Client markers allow clients to be grouped and selected for reporting, marketing and discount purposes. In the Marketing Schedule, markers can be used to include or exclude clients from marketing searches. Clients can have multiple markers, for example, P for pensioner, C for being a dog owner and J for living in Judea. Markers can be added from the Marketing Schedule during searches. Standard markers can be set up through the Maintenance module.

To Insert a New Client Marker

Go to: Main menu > Maintenance module > Maintenance menu > Lookup Lists > Client Related Lists > Client markers

1. Enter a Code.
   • Client markers are 1 character long and can be a single number, letter or mathematical symbol.
   • Upper case letters are recognised as different to lower case letters.
2. Enter a Description for the marker.
   • The description should fully describe what the marker relates to, for future clarification.

Client markers can be added to individual clients on the Client Details window by clicking the Marker arrow, and then double-clicking to select.