Jan 12, 2016 - 2Best Practice: Enter file name Women's Marketing Customers for Gender Review. 3Best Practice: To start,
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Assign Customer Gender In addition to requiring that employees select a gender for all customers, periodically "scrub" your customer records to verify employees accurately account for all customers. Focus first on customers who have recent purchases (e.g. within the last two years) - as your system becomes more accurate, expand your search to customers with older history. Topic Contents Locate Customers (below) Edit Customers (below) Edit Users (below)
Locate Customers 1. Save the Women's Marketing Customer Gender Review query (available on www.ascendrms.com) to your computer (e.g. the Windows® Desktop). 2. Regularly run and (optional) export the results; click for details on this process.1 2 3 3. Verify customers and employees are assigned a valid Gender value.
Edit Customers 1. From the results, double-click the desired customer. The Customer Editor dialog box displays. 2. From the Gender drop-down menu, select the customer's gender. 3. Enter any additional missing information. 4. Click [Save].
Edit Users 1. 2. 3. 4.
Edit the user; click for details on this process. From the Gender drop-down menu, select the user's gender. Enter any additional missing information. Click [Save].
1(Multi-Store Dealers) Best Practice: Run these reports separately for each location. Customers may only have sales at one
location. 2Best Practice: Enter file name Women's Marketing Customers for Gender Review. 3Best Practice: To start, run this query weekly, using the previous week's dates. As your employees get in the habit of accurately
recording customer genders, expand your search to older transactions.
Revision: 1/12/2016
