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Juhend HansaWorld Enterprise'i versioonile 2024-03-16  

Info in Customer Status Report - Card 3

This page describes the fields on card 3 of each record in the Info in Customer Status Report setting. Please follow the links below for descriptions of the other cards:
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Use the options on this card to specify whether Projects, Project Budgets, Rental Agreements, Rental Reservations, Service Orders and/or Work Sheets will be included in the Customer Status report when it is produced by the user specified in the header.

In each case, activate an option by ticking a check box on the left. Then specify the maximum number of records that are to be listed in the report using the field on the right. No records will be listed if you select an option but do not specify a maximum number. In all cases, you will be able to drill down to the individual records from the report.

Show Relations with other Contacts
This option will add a section to the Customer Status report that lists the Contact Persons that are connected to a Customer. You will be able to open an individual Contact Person record by clicking (Windows/macOS) or tapping (iOS/Android) a Contact Person's Name.

Show Additional Email Recipients
This option will add a section to the Customer Status report that lists the Additional Email Recipients that are connected to a Customer. You will be able to open an individual Contact Person record by clicking or tapping a Contact Number.
The Info in Customer Status Report setting:
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