Customer List
This is a simple listing of all the Customers in the Customer register. It can be produced from the 'Reports' list in the Sales Ledger or the CRM module. It can also be produced for an individual Customer by clicking the Printer icon when that Customer is open in a record window. In this case, it will be printed as if the Include all Contact Persons box is on.
The Customer List report has Hansa's Drill-down feature. Click on any Customer Number in the report to open that Customer record.
Leave all the fields blank if the report is to cover all the Customers in the Customer register. If it is necessary to restrict the coverage of the report, use the fields as described below.
- Customer
- Paste Special
Customer register
- Range Reporting Alpha
- Use this field to limit the report to a single Customer, or range of Customers.
- Category
- Paste Special
Customer Categories setting, Sales Ledger
- To restrict the report to Customers of a single Category, enter a Category Code here.
- Salesman
- Paste Special
Person register, System module
- To restrict the report to Customers of a single Salesman, enter a Salesman's initials here.
- Sales Group
- Paste Special
Sales Groups setting, System module
- To restrict the report to Customers with a particular Sales Group (shown on the 'Pricing' card of the Customer screen), enter that Sales Group here.
- Language
- Paste Special
Languages setting, System module
- To restrict the report to Customers with a particular Language, enter a Language Code here.
- Payment Terms
- Paste Special
Payment Terms setting, Sales/Purchase Ledger
- Use this field to restrict the report to Customers with the same Payment Terms.
- Classification
- Paste Special
Customer Classifications setting, CRM module
- Enter a Classification Code in this field if you want to list Customers with a certain Classification. If the field is empty, all Customers, with and without Classification, are included. 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 all Customers except those with Classification 1 or 2 or both. Again, note the comma.
- Classification Types
- Paste Special
Classification Types setting, CRM module
- Enter a Classification Type in this field if you want to list Customers with a Classification belonging to that Type. If the field is empty, all Customers, with and without Classification, are included. If you enter a number of Classification Types separated by commas, Customers featuring a Classification belonging to any of those Types will be shown.
- Object
- Paste Special
Object, System module
- To restrict the report to Customers with a particular Object, enter the Object's Code here.
- Country
- Paste Special
Countries setting, System module
- To restrict the report to Customers in a particular Country, enter the Country Code here.
- New or updated since
- Paste Special
Current Date
- This field refers to the Last Changed field on the 'Contact' card of the Customer record and can be used to display recently entered or changed Customers.
- Sort Key
- Enter a Sort Key. All Customers with that Sort Key will be listed in the report.
- Short
- Enter a Short Code. All Customers with that Short Code will be listed in the report.
- Include all Contact Persons
- This option will list all Contacts for each Customer, as recorded in the Contact Person register in the CRM module.
- Sorting
- These radio buttons control the sort order of the report. The default is to print the report in Customer Number order, but you can also print in Name, Category, Sort Key, Department or Telephone Number order.
- Function
- These radio buttons control the level of detail shown in the report.
- Detailed
- This, the default option, prints a comprehensive report that includes virtually all the information stored in each Customer record.
- Phone
- This choice produces a simple list showing the Customer Number, Name, Telephone Number, and Contact Person.
- Fax
- This option is the same as the previous one, with the exception that Fax Numbers are printed instead of Telephone Numbers.
- E-Mail
- This is also the same as the Phone option, with the exception that Email Addresses are printed instead of Telephone Numbers.
- Include
- Use these options to specify whether Closed Customers (Customers whose Closed box on the 'Terms' card is checked) are to be included in the report.
- Not Closed
- Closed Customers are not listed in the report.
- Closed
- Both open and Closed Customers are listed in the report.
- Closed Only
- Closed Customers only are listed in the report.
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