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Operations Menu - Customer Status

The 'Customer Status' function provides a short cut to the Customer Status report, otherwise available in a less detailed form in the Sales Ledger. This report lists previous Invoices and Receipts for the Customer whose Contract is currently on screen or for Customers highlighted in the browse window. It also shows total turnover and amount due figures.

Activities and Contracts for the Customer can also be shown. This is controlled by the Customer Status Report setting in the CRM module: different users can have different report definitions. This additional information will not be shown if the report is produced from the 'Reports' function in the Sales Ledger.

The report also contains a [New Activity] text button that you can click to create an empty new Activity.