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This text refers to program version 4.2  

Telephone List

This report is similar to the Contact Person List in that it lists Contacts in the Contact Person register.

Customer

Paste Special    Customers and Suppliers in Customer register

Enter a Customer Number to list the Contact Persons that work for that Customer.

Classification

Paste Special    Customer Classifications setting, CRM module

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

For example:

1,2

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

1+2

Lists Contact Persons with Classifications 1 or 2.

!2

Lists all Contact Persons except those with Classification 2.

1,!2

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

!1,!2

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

Customer Category

Paste Special    Customer Categories setting, Sales Ledger

Enter a Customer Category to show Contact Persons belonging to Customers with that Category.

Job Description

Paste Special    Job Descriptions setting, CRM module

Enter a Job Description to list Contact Persons with that Job Description.

Function

These options control the amount of information shown in the report.

Overview

This option shows the name of each Contact Person, together with contact details: telephone, mobile and alt (home telephone) numbers.

Overview with Work Details

In addition to the information shown in the Overview, this option prints the Job Description, Department and Classification of each Contact Person.

Detailed

In addition to the information shown in the Overview with Work Details, this option also shows the full address for each Contact together with Customer Code, Title, fax number and Comment.

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