1. Instructions for Full Service Distributors- Collecting Software Customer Information Using net:FORUM Created by Sam Harrell Associate, AIA Contract Documents Sales and Marketing

2. Step 1- Enter Query Mode In the CRM module, go to the top of the page where there is an “Individuals” tab. When you run your mouse over this you’ll get a drop-down menu- from this you’ll select “Run Query.”

3. Step 2- Load Existing Query Now, click on the “Load an Existing Query” tab and you’ll get a drop-down menu. There are two queries you can use: one to run by city and one to run for the entire state. Run by City Run by State

4. Step 3- Input Query Fields You’ll see 7 input boxes on your screen. The first 2 give the query information on the period of time you want to look for orders. Note that the query is run by the date of expiration of the product, not the order date of the product. There are three ways to run the report for date ranges: 1.Find all purchases before a given date. To do this, enter the date of when you want the report to look backwards in the “Less Than or Equal To” field. For example, if I want to find all order previous to 9/15/2009, I would enter 9/15/2009 in the 2 nd field and leave the 1 st one blank. Note: net:FORUM records only go back to 2006. 2. Find all purchases after a given date. To do this, enter the date one year ahead of the date from which you want to look forward in the “Greater Than or Equal To” field. Leave the 2 nd field blank. So, if I want all orders after 9/15/2009, I would enter 9/15/2009 in the “Greater Than or Equal To” field. 3.Find all purchases placed in a given date range. This one is a little different. You will need to look forwards one year from the date range in which you want to identify orders. For example, if I want to see orders between 9/15/2009 and 9/30/2009, I would put 9/15/2010 in the “Greater Than or Equal To” field and 9/30/2010 in the “Less Than or Equal To” field.

5. Step 3- Input Query Fields (Continued) Now you’ll need to put in the cities or state in which you want to find the orders. Input the state in which you’re looking for order in the “Addess::State/Territory is Equal To” field (you should use the state code, not full name). Then, you can input up to four cities within that state to find records in. If you only want to search for one city, just enter that one in any of the four fields and leave the others blank. If you use the State only query, you only need to enter the state code. Click “Go.”

6. Completed Excel File Once you’ve exported the query in Excel format, you’ll have a complete Excel file with the following information: –Customer ID –Customer Full Name –Customer Company Name –Customer Email Address –Date the customer purchased their product –Member Type (1): Used for Prospect Licensed and Local Allied members –Member Type (2): Used for full Members, National Allied Members, International Associates, and Associates –Product type –Full Address –Primary Phone Number Please note: net:FORUM will not have complete information for many of these fields. The most commonly missing information is: Company Name, Full Address, and Primary Phone Number.