Who has bought/not bought
This report in the Contact module can list any of the following Customers:
- Customers that have bought or not bought a specific Item; or
- Customers used in Activities with a particular Activity Type, or Customers that have not been used in Activities with a particular Activity Type.
When printed to screen, this report has the Standard CRM
Drill-down feature. Click on any Customer Number to open an individual Customer record.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter a reporting period: Customers that have bought or not bought the specified Item during this period will be listed in the report.
- Category
- Paste Special
Customer Categories setting, Contact module
- Enter a Customer Category here if you would like the report to list the Customers belonging to that Category that have bought or not bought the specified Item.
- Salesman
- Paste Special
Person register, System module
- Enter a Person's initials to list the Customers with a particular Salesman that have bought or not bought the specified Item.
- Classification
- Paste Special
Contact Classifications setting, Contact module
- Enter a Contact Classification here if you would like the report to list the Customers with that Classification that have bought or not bought the specified Item. If you enter a number of Classifications separated by commas, the report will only list those Customers with all the Classifications that you have entered. 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.
- !(1,2)
- Lists all Customers except those with Classifications 1 and 2 (Customers with Classifications 1, 2 and 3 will not be listed).
- !1+2
- Lists Customers without Classification 1 and those with Classification 2 (Customers with Classifications 1 and 2 will be listed).
- (1,2)+(3,4)
- Lists Customers with Classifications 1 and 2, and those with Classifications 3 and 4.
- 1*
- Lists Customers with Classifications beginning with 1 (e.g. 1, 10, 100).
- 1*,!1
- Lists Customers with Classifications beginning with 1 but not 1 itself.
- *1
- Lists Customers with Classifications ending with 1 (e.g. 1, 01, 001).
- 1*,*1
- Lists Customers with Classifications beginning and ending with 1.
- Item
- Paste Special
Item register
- Specify here the Item that is to be the subject of the report: if you choose the Quotations option below, it will list the Customers that have bought or not bought this Item.
- Item Group
- Paste Special
Item Groups setting, Contact module
- If you specify an Item Group here and choose the Quotations option below, the report will list the Customers that have been bought or not bought any Item belonging to the Item Group.
- Activity Type
- Paste Special
Activity Types setting, Contact module
- If you specify an Activity Type here and choose the Activities option below, the report will list the Customers used in Activities with that Activity Type, or the Customers that have not been used in Activities with that Activity Type.
- Register
- Choose which version of the report is to be produced.
- Quotations
- The report will search Quotations to produce a list of Customers that have been quoted or not been quoted for the specified Item or Items belonging to the specified Item Group. The report will be empty if you do not specify an Item or Item Group.
- Activities
- The report will search the Activity register to find Customers that have been used in Activities with the specified Activity Type.
- The report will be empty if you do not specify an Activity Type in the field above.
- Function
- Choose whether the report is to list Customers as follows:
- Has bought
- The report will list Customers that have been quoted for the specified Item, or used in Activities with the specified Activity Type.
- Has not bought
- The report will list Customers that have not been quoted for the specified Item, or have not been used in Activities with the specified Activity Type.
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