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Info on Customer Status Report

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.