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AccountMate Enterprise allows you to maintain multiple contact information for each customer you record in the system. The Customer Contact Listing is a report that provides a list of contact files per customer.

 

The report can be used as a reference for contact persons with whom you can communicate regarding your customer’s account and sales arrangement.

 

 

To print a Customer Contact Listing, perform the following steps:

 

1.Access the Customer Contact 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.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 Contact 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 #

 

 

 

See Also

Customer Reports

 

 

 

 

 

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