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Customer List

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A list of customers by name, address and phone numbers.  Through the use of the query feature, this list can be a tool to identify those customers who meet certain criteria.

 

Customer List:

*     Management:  Marketing : Print Customer List (Report):  Query

 

Comments

Although this report can be modified by the user (see below), it might be best to export the customer list and design a printout through Microsoft Access, Excel, Word or some other software program.  (see Exporting Data)

 

 

(see How To Use Queries)

These fields are available for the Query

Address 1

Address 2

Amount Owed

City

Credit Limit

Customer Terms

Customer Type (B=Business, P=Person)

First Name

First Purchase Date

Invoice Date

Invoice Number

Invoice Total

Item Category

Item Department

Item Sold Date

Last Name

Last Purchase Date

Lookup Code

Name

Phone 1

Phone 2

Price Level

Sales ID

State

Total Purchases (Number)

Total Purchases (Sales)

User Defined Field 1

User Defined Field 2

User Defined Field 3

User Defined Field 4

User Defined Field 5

User Defined Field 6

Zip Code

 

CustomerList

 

 

 

QUERY - allows one to filter the report output

(see How To Use Queries)

 

Fields available for Query

Address 1

Address 2

Amount Owed

City

Credit Limit

Customer Terms

Customer Type (Business, Person)

First Name

First Purchase Date

Invoice Date

Invoice Number

Invoice Total

Item Category

Item Department

Item Description

Item SKU

Item Sold Date

Last Name

Last Purchase Date

Lookup Code (Customer Lookup Code)

Name

Phone 1

Phone 2

Price Level

Sales ID

State

Station Number

Total Purchases (Number)

Total Purchases (Sales)

User Defined Field 1

User Defined Field 2

User Defined Field 3

User Defined Field 4

User Defined Field 5

User Defined Field 6

Zip Code

 

 

 

 

DESIGNABLE (see User Designable Reports)

This Customer List Report can be enhanced with the following fields

 

Account Number

Address 2

Amount Late

Bill To Address Line 1

City, State, Zip

Company Name

Credit Limit

Current Owed

Customer Code

Customer Company Nmae

Customer Last Name

Driver's License Number

E-Mail Address

Fax Phone Number

First Name (and Initial)

First Purchase Date

Last Purchase Date

Number of Purchases

Number of Returns

Over 30 Days

Over 60 Days Owed

Over 90 Days Owed

Phone Number

Report Date

Report Time

Terms

Title (Mr. Mrs)

Total Cost Of Purchases

Total Purchases