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This text refers to program version 4.3  

Info on Customer Status Report

This setting allows you to control the appearance of the Customer Status Report when it is produced by different users using the Operations menu function of the 'Customers: Browse' and 'Customer: Inspect' windows. You can save a separate record in this setting for each Person, so each user can customise the report to their particular requirements. The Quotations Value Pack adds the following options:

Include Quotations

Check this box if Quotations are to be included whenever the user entered to the field above produces a Customer Status Report. The check box will have no effect if the Number of Quotations field is blank.

Quotation Class

Paste Special    Quotation Classes setting, Sales Support module

Enter a Quotation Class here to restrict the listing to Quotations belonging to that Class.

Number of Quotations

Specify here the maximum number of Quotations that will be shown in the report, starting with the most recent. No Quotations will be shown if you do not enter a number.

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