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This text refers to program version 4.2  

Customer with no Activities

This report is a list of Customers that have not been contacted during the report period.

When printed to screen, this report has Hansa's Drill-down feature. Click on any Customer Number to open an individual Customer record.

Period

Paste Special    Reporting Periods setting, System module

Enter the report period: the report will list the Customers for whom there are no Activities with a Start Date that falls within that period.

Activity Type

Paste Special    Activity Types setting, CRM module

If an Activity Type is entered here, the report will list the Customers for whom no Activities of that Type were recorded during the report period.

Cust. Category

Paste Special    Customer Categories setting, Sales Ledger

Enter a Customer Category here if you would like the report to list the Customers belonging to that Category that have not been contacted during the report period.

Classification

Paste Special    Customer Classifications setting, CRM module

Enter a Customer Classification to show Customers with that Classification. If you enter a number of Classifications separated by commas, only those Customers featuring all the Classifications listed will be shown. If you enter a number of Classifications separated by plus signs (+), all Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), all Customers featuring any Classification except the one listed will be shown.

For example:

1,2

Lists Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).

1+2

Lists Customers with Classifications 1 or 2.

!2

Lists all Customers except those with Classification 2.

1,!2

Lists Customers with Classification 1 but excludes those with Classification 2 (i.e. Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.

!1,!2

Lists Customers except those with Classification 1 or 2 or both. Again, note the comma.

Sales Person

Paste Special    Person register, System module

Enter a Person's initials to list the Customers with a particular Salesman that have not been contacted during the report period.

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