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Contract Contacts

The Contract Contacts report is a list of Contracts showing contact details (i.e. Customers and Contacts) for each one. For each Contract, the report shows the Customer Number and Name, Contract Number, Contact Name and Telephone Number.

When printed to screen, the Contract Contacts report has the Standard ERP Drill-down feature. Click (Windows/Mac OS X) or tap (iOS/Android) on any Customer or Contract Number to open an individual Customer or Contract record.

Department
If you have used the Department field in the Contract header to record the Department in your own company that is responsible for each Contract, you will be able to use this field to produce separate contact lists for each department.

Customer Category
Paste Special    Customer Categories setting, Sales Ledger
If you want the report to list Contracts issued to Customers belonging to a particular Customer Category, specify that Category here.

Customer Class.
Paste Special    Contact Classifications setting, CRM module
Enter a Classification Code in this field if you want to list Contracts issued to Customers with a certain Classification. If the field is empty, Contracts issued to every Customer, with and without Classification, will be included in the report. If you enter a number of Classifications separated by commas, only Contracts issued to those Customers featuring all the Classifications listed will be shown. If you enter a number of Classifications separated by plus signs (+), Contracts issued to Customers featuring at least one of the Classifications listed will be shown. If you enter a Classification preceded by an exclamation mark (!), Contracts issued to Customers featuring any Classification except the one listed will be shown.

For example:
1,2
Lists Contracts issued to Customers with Classifications 1 and 2 (including Customers with Classifications 1, 2 and 3).

1+2
Lists Contracts issued to Customers with Classifications 1 or 2.

!2
Lists Contracts issued to all Customers except those with Classification 2.

1,!2
Lists Contracts issued to Customers with Classification 1 but excludes those issued to Customers with Classification 2 (i.e. Contracts issued to Customers with Classifications 1 and 2 are not shown). Note the comma before the exclamation mark in this example.

!1,!2
Lists Contracts issued to all Customers except those with Classification 1 or 2 or both. Again, note the comma.

!(1,2)
Lists Contracts issued to all Customers except those with Classifications 1 and 2 (Contracts issued to Customers with Classifications 1, 2 and 3 will not be listed).

!1+2
Lists Contracts issued to Customers without Classification 1 and to Customers with Classification 2 (Contracts issued to Customers with Classifications 1 and 2 will be listed).

(1,2)+(3,4)
Lists Contracts issued to Customers with Classifications 1 and 2, and to those with Classifications 3 and 4.

1*
Lists Contracts issued to Customers with Classifications beginning with 1 (e.g. 1, 10, 100).

1*,!1
Lists Contracts issued to Customers with Classifications beginning with 1 but not 1 itself.

*1
Lists Contracts issued to Customers with Classifications ending with 1 (e.g. 1, 01, 001).

1*,*1
Lists Contracts issued to Customers with Classifications beginning and ending with 1.

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Reports in the Contracts module:

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