Include customers with any/all of these selection
flags
Exclude customers with any/all of these selection flags
Every customer record has eight selection flags which can be set or cleared via the address change transaction or by the 'Mark Customers' update. Use these checkboxes to include or exclude customers based on the state of the selection flags. If you choose the 'any' option then the customer will be included (or excluded) if any one of the indicated selection flags is set. If you choose the 'all' option then the customer will be included (or excluded) only if all of the indicated selection flags are set. Other flags may be set too, but all of the indicated selection flags must be set for the customer to be considered to be a match.
Customer with phone number, cell phone number, fax number, etc.
Use these radio buttons to include, exclude, or include only those customers that have non-blank values in the specified fields.
Bad debt customers
Use these radio buttons to include, exclude, or include only customers bad debt customers. Click here for more information on the customer 'Type' field and bad debt customers.
Seeds
Use these radio buttons to include, exclude, or include only customers marked as seeds. Click here for more information on the customer 'Type' field and seeds. (Depending on the report you are running, this field may be on the first tab of the report filter instead of on this tab.)
Select customers that have given permission to use their
Use this group of options to specify whether you want to include customers based on the entry in their 'Postal', 'E-mail', Phone', or 'Fax' allowed usage field. You should also check one or more of the boxes below to indicate which categories you want.
Suppose you were going to rent a list to another magazine for use in a promotional mailing delivered by bulk postal mail. In that case you would select the 'Postal address' option to indicate the intended purpose of the selection. You would check the 'All purposes' box but not any of the other boxes. Customers who said that their postal address could be used for in-house use only should not be included. Similarly, customers that said that you can only send them renewal notices should not be included, nor should you include anybody who said their name could not be used for any purpose at all.
If you were going make a mailing to promote another title of your own, then you would check both the 'All purposes' and 'In-house use only' boxes. If you were going to send a blanket renewal for a Christmas promotion then you would check 'All purposes', 'In-house use only' and 'For renewals only'.
Click here for a full explanation of the allowed usage fields.