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Customer List

This is a simple listing of all the Customers in the Contact register. You can produce this report from the 'Reports' list in the Sales Ledger or the CRM module. You can also produce 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 you are using the Include All Contact Persons option.

If you need to print a list of Suppliers in the Contact register, use the Supplier List report in the Purchase Ledger.

The Customer List report has the HansaWorld Enterprise Drill-down feature. Click on any Customer Number in the report to open the Contact record for an individual Customer.

Leave all the fields blank if the report is to cover all the Customers in the Contact register. If you need to restrict the coverage of the report, use the fields as described below.
Customer
Paste Special    Customers in Contact register
Range Reporting    Alpha
Use this field to limit the report to a single Customer, or range of Customers. If there are any Suppliers or Contact Persons in the range, these will not be printed in the report. If you want to list the Contact Persons belonging to each Customer, use the Include All Contact Persons option (below).

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 Contact record), 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    Contact 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.

!(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.
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    Choose date
This field refers to the Last Changed field on the 'Terms' card of the Contact record: you can use it to list 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 Contact Persons for each Customer. If you print the report to screen, you will be able to open individual Contact Person records using the Drill-down feature.

Check Contact Persons
If you use this option, a Customer will be excluded from the report if its Primary Contact field is blank but it does have a separate connected Contact Person record. This option will have no effect if you print the Detailed version of the report.

Skip Customers with E-Mail Address
Check this box if you do not want Customers that have email addresses to be shown in the report.

Skip Customers with Fax No.
Check this box if you do not want Customers that have fax numbers to be shown in the report.

Count Customers per Classification
This option adds an extra section to the end of the report, listing Contact Classifications and showing how many of the Customers listed in the main body of the report belong to each one. Any Customers that do not belong to any Classifications are listed individually. You will be able to open these Customers using the Drill-down feature if you want to assign Classifications to them.

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 the Contact records for each Customer. Email Addresses will not be printed if you are using the Exclude All Contact E-mails from Reports option in the Mail and Conference Settings setting in the E-mail and Conferences module.

Phone
This choice produces a simple list showing the Contact Number, Name and Telephone Number of each Customer.

Fax
This option is the same as the previous one, with the exception that Fax Numbers are printed instead of Telephone Numbers. Email Addresses will not be printed if you are using the Exclude All Contact E-mails from Reports option in the Mail and Conference Settings setting in the E-mail and Conferences module.

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.