Help XP +9.40 - Page 2

BlueEzs007 · 02-20-2005, 10:29 AM

Thanks Neon Is there a way those of use who are on 9.4 can start our own question and answer corner? I have several questions, some that may seem stupid because I am not a computer guru.

Neon Beach · 02-20-2005, 11:52 AM

We used to have a Helios Forum. Andy did "handle" it back then. Unfortunately with the new version available it's getting "harder" to get the help you and I might need.

BlueEzs007 · 02-20-2005, 08:25 PM

I agree......Andy was most helpful.....I plan to stay with 9.4. Its all I need and has worked well. If something should go wrong just need somewhere or someone to turn to.....

BlueEzs007 · 02-24-2005, 08:25 AM

OK I need to pull a report that tells me who hasn't tanned with me for a year or a report of who tanned with me this same time last year. I am trying to find out those folks who are just going to tan two to three months and call them. Also a list of those members who have cancelled so they can be called as well. I can put a list of active members by sales code and get future expiration dates. Help Help.......

Neon Beach · 02-24-2005, 08:34 AM

The only one I can think of right now is:

Reports > Management > Client Status

There you can set date ranges.

Andy · 02-24-2005, 08:51 AM

Couple of possible approaches BlueEzs007 - with Version 10 and 11 you could use the SQL Wizard in the WebReports / Backoffice function to query the client database to report clients whose last visit or last tan date was before a desired date.

You could also use the SmartMail Wizard to extract clients with the desired range of Last Visit date. With the latest update to V11 reports (to be release shortly - BETA is available) the SmartMail Detail report includes Phone numbers - thus allowing the SmartMail export to become a Call List.

BlueEzs007 · 03-01-2005, 07:59 AM

Thanks Andy but have Helios 9.4.......We are trying to proate our yearly membership to the 1st and 15th EFT's. In the past we have just lost those days. We put the correct dates in but it proates 2 months. We are putting a cut off date the 25th and the 10th to give us time to set up the information with the bank. Can anyone help? Thanks

02-20-2005, 10:29 AM	#11 (permalink)
BlueEzs007 Join Date: Jul 21 2002 Location: NC Posts: 147 Rep Power: 7	Thanks Neon Is there a way those of use who are on 9.4 can start our own question and answer corner? I have several questions, some that may seem stupid because I am not a computer guru.

02-20-2005, 11:52 AM	#12 (permalink)
Neon Beach I'm Banned Join Date: Nov 30 2000 Location: Ontario Age: 45 Posts: 52,065 Rep Power: 0	We used to have a Helios Forum. Andy did "handle" it back then. Unfortunately with the new version available it's getting "harder" to get the help you and I might need.

02-20-2005, 08:25 PM	#13 (permalink)
BlueEzs007 Join Date: Jul 21 2002 Location: NC Posts: 147 Rep Power: 7	I agree......Andy was most helpful.....I plan to stay with 9.4. Its all I need and has worked well. If something should go wrong just need somewhere or someone to turn to.....

02-24-2005, 08:25 AM	#14 (permalink)
BlueEzs007 Join Date: Jul 21 2002 Location: NC Posts: 147 Rep Power: 7	OK I need to pull a report that tells me who hasn't tanned with me for a year or a report of who tanned with me this same time last year. I am trying to find out those folks who are just going to tan two to three months and call them. Also a list of those members who have cancelled so they can be called as well. I can put a list of active members by sales code and get future expiration dates. Help Help.......

02-24-2005, 08:34 AM	#15 (permalink)
Neon Beach I'm Banned Join Date: Nov 30 2000 Location: Ontario Age: 45 Posts: 52,065 Rep Power: 0	The only one I can think of right now is: Reports > Management > Client Status There you can set date ranges.

02-24-2005, 08:51 AM	#16 (permalink)
Andy Join Date: Jan 25 2000 Location: CT Posts: 1,760 Rep Power: 9	Couple of possible approaches BlueEzs007 - with Version 10 and 11 you could use the SQL Wizard in the WebReports / Backoffice function to query the client database to report clients whose last visit or last tan date was before a desired date. You could also use the SmartMail Wizard to extract clients with the desired range of Last Visit date. With the latest update to V11 reports (to be release shortly - BETA is available) the SmartMail Detail report includes Phone numbers - thus allowing the SmartMail export to become a Call List.

03-01-2005, 07:59 AM	#17 (permalink)
BlueEzs007 Join Date: Jul 21 2002 Location: NC Posts: 147 Rep Power: 7	Thanks Andy but have Helios 9.4.......We are trying to proate our yearly membership to the 1st and 15th EFT's. In the past we have just lost those days. We put the correct dates in but it proates 2 months. We are putting a cut off date the 25th and the 10th to give us time to set up the information with the bank. Can anyone help? Thanks

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