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To return to the main Beginners Guide menu click here.
Data Mining allows you to search the client data for various information relating to a client. This can range from the client's address information to details on the clients Personal Tax information or Accounts if it is a business.
Within columns you can choose, generally prior to searching,
the columns you want to appear on the report. To select a column enter the desired folder and select as many columns as you would like to see.
This can be done in two ways:
These access the main client database information and take information mainly from the Client Maintenance screen.
This is more in depth and allows you to look at specific entry totals, for example the Current Personal Tax year pension contribution.
Once each set of criteria has been chosen you can Add to List. This means that you can have more than one criteria affecting the search result.
When you are happy with the criteria that you have click
on Find Now and this will search for the matching clients.
From this list you can:
Select - if you are using AutoMail to do a mail shot
File | Save - search Save the search for future reference
Print - print the current search result
Export - export the list to a CSV file
Client Maintenance - right-click on a client and choose this to get details of the client up
New Search - will reset all criteria settings and allow you to start again.
If you do not have a PM licence and are accessing Data Mining from AutoMail then the Form/Fields available to you are reduced.