You can use this setting to specify what will be shown in the Customer Status report when it is produced by different users from the Operations menu of the 'Contacts: Browse' and 'Contact: Inspect' windows. The setting has no effect on Customer Status reports produced using the 'Reports' function in the Sales Ledger.

You can save a separate record in this setting for each Person, so each user can customise the report to their particular requirements. These records are listed when you double-click 'Info on Customer Status Report' in the 'Settings' list in the CRM module. To create a new record, click the [New] button in the Button Bar, or highlight a record in the list that is similar to the one that you are about to create and click [Duplicate]. Complete the record as appropriate and then, to save a user's Info on Customer Status Report setting, click the close box and elect to save changes.

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