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This text refers to program version 4.3  

Operations Menu - Customer Status

The 'Customer Status' function provides a short cut to the Customer Status report, otherwise only available in a less detailed form in the Sales Ledger.

In its basic form, this report shows address and turnover information and lists all Contact Persons for the Customer currently on screen or for those Customers highlighted in the browse window. However, if required, more information can be shown in the report, such as lists of recent Activities, Invoices, Quotations (if you have the Quotations Value Pack) and Orders. Use the Info on Customer Status Report setting in the Sales Support module to control how much of this additional information will be shown to different users, each of whom can be given a different report definition. Much of this additional information will not be shown if the report is produced from the 'Reports' function in the Sales Ledger.

The Customer Status report has FirstOffice's Drill-down feature. You can open many records such as Contact Persons, Quotations and Invoices from the report by clicking in the appropriate places (i.e. on Contact Person names and on Quotation and Invoice Numbers). Text with the drill-down feature is shown underlined in the report. The report also contains a [New Activity] text button that you can click to create an empty new Activity.

The function will have no effect if you try to use it with a company that is not marked as a Customer.

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