Customers without/with Activities
This page describes the Customers without/with Activities report in the CRM module.
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The Customers without/with Activities report is a list of Customers that you have or have not contacted during the report period (i.e. of Customers that have or do not have Activities in their name). The report will only list Customers, not Suppliers or other types of Contact.
When printed to screen, this report has the Standard ERP Drill-down feature. Click (Windows/Mac OS X) or tap (iOS/Android) on any Customer Number to open the Contact record for that Customer.
- Period
- Paste Special
Reporting Periods setting, System module
- Enter the report period
- If you choose the Has no Activities option below, the report will list Customers without any Activities whose Start Dates fall within this period.
- If you choose the Has Activities option below, the report will list Customers with at least one Activity with a Start Date in this period.
- Activity Type
- Paste Special
Activity Types setting, CRM module
- If you enter an Activity Type here, the report will list the Customers for whom no Activities with that Type were recorded during the report period, or Customers with at least one Activity with that Type.
- Cust. Category
- Paste Special
Customer Categories setting, Sales Ledger
- Enter a Customer Category here if you would like the report to list the Customers belonging to a particular Category that have or have not been contacted during the report period.
- Classification
- Paste Special
Contact Classifications setting, CRM module
- Enter a Contact Classification here if you need the report to list Customers with a particular Classification that have or have not been contacted during the report period. If you enter a number of Classifications separated by commas, only those Customers featuring all the Classifications listed will be shown in the report. If you enter a number of Classifications separated by plus signs (+), Customers featuring at least one of the Classifications listed will be included in the report. If you enter a Classification preceded by an exclamation mark (!), Customers featuring any Classification except the one listed will be included.
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 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.
- Salesman
- Paste Special
Person register, System module and Global User register, Technics module
- Enter a Person's Signature in this field if you need to list the Customers with a particular Salesman that have or have not been contacted during the report period.
- Exclude Act. Type
- Paste Special
Activity Types setting, CRM module
- Enter an Activity Type here to exclude it from the report. For example, if you are listing Customers with no Activities and you specify an Activity Type here, Customers that only have Activities with this Type will be included in the list, as if they had no Activities at all. If you are listing Customers with at least one Activity, Customers that only have Activities with this Type will not be included in the list.
- Function
- Choose the Has no Activities option to list Customers with no Activities during the report period, or the Has Activities option to list Customers with at least one Activity.
- Exclude Period Selection
- Select this option if you want the report to ignore the period specified above (i.e. you want to list Customers that have never been contacted at all, or have been contact at least once at any time).
The report is a simple list of Customers with drill-down. The window title and report title will reflect whether you produced the report using the
Has no Activities or the
Has Activities option:
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Reports in the CRM module:
Go back to:
Introduction to Reports in the CRM Module
