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<< Click to Display Table of Contents >> Customer Listing |
  
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<< Click to Display Table of Contents >> Customer Listing |
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The Customer Listing is a report that provides information on the existing customer records in AccountMate. The report lists all customers recorded in the system and shows details of each.
To print a Customer Listing, perform the following steps:
1.Access the Customer Listing function from the Customer group under the Reports main menu either in the Sales Order or Accounts Receivable module.
2.Click the List box button next to the Configuration field; then, select the report configuration that you want to use.
3.Select the report sorting option by clicking the List box button next to the Sort By field.
4.In the Layout field, click the List box button to select the report layout you want to use in generating the report.
5.In the Report Configuration area, define the desired report filters. You may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.
6.Select any of the following options for which you want to show in the report:
•Active and Inactive Customers
•Active Customers Only
•Inactive Customers Only
7.Mark the Show Notepad checkbox if you want to display on the report the information from the customer record's Notes page.
8.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.
The Customer Listing function also provides you with flexibility to perform the following:
•Set up user-defined sort option
•Set up user-defined report layout
•Include notes in the printed report
•Export the report to various supported file formats
•Send the report as attachment to an email
•Include time and printed by information
•Drill-down on certain fields in the report:
oCustomer #
AccountMate displays the Customer Profile when you double-click the customer # in the report. |
oCurrency
AccountMate displays the Currency Profile when you double-click the currency code in the report. |
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