Customer Detail Information Window - Marketing Tab

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The Marketing tab of the Customer Detail Information window allows you to select the marketing categories for each of your customers. Selecting these categories will help you better market to your customers; for example, you can print reports and generate letters for specific types of customers (by account type, age group, birthday month, etc.).

You have the opportunity to specify certain marketing categories when printing mailing labels, occasion code letters, and all types of customer lists. This way you do not have to print customer information for all customers; you can specify customers that only fall into certain marketing categories.


You can set up marketing categories in Mercury Administration.

If this window appears blank (there aren’t any categories or user questions listed), then you should first go into the Mercury Administration program to create your categories and questions. Both of these options are set up in the Accounting folder in Mercury Administration. Marketing categories are set up in the Marketing screen, and user questions are set up in the Questions screen.

If your categories and/or user questions are already set up in Mercury Administration, follow the instructions below to set these up for the customer.

To select marketing categories:

  1. For the first category listed, click the Type field with your mouse so that a down arrow appears.
  2. Click the down arrow with your mouse and select the type from the drop-down list.

To answer a user question:
Click in the Answer column so that a cursor appears and type the answer to the question.

When you are finished, click the Save button. If required, enter your employee name, password, and optionally any notes in the Audit Trail window and click OK.

Back to Customer Detail Information Window

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