1. Home
  2. Reports
  3. Contacts Reports
  4. Client List Report
Searching...

Client List Report

Print Friendly, PDF & Email

The Client List report shows a generic list of customers broken down by relationship

(customer type).

  1. Open the library with reports.
  2. Select Client List.
  3. Define criteria for generating the report, as follows:
Criteria

Relationship Select the customer relationship you are interested in
Clients_from … Clients_to Specify the text query for sampling customers (for example, initial letters).

4. When complete, click Apply. The system generates the report, as follows:

The report shows the following information about customers:

Report Information
NameName of the customer, including contact addressee, primary and secondary address, and ZIP code.
RelationshipRelationship type which the customer attributes to, as follows:

 

  • Creditor/Supplier
  • Debtor
  • Customer
  • Employee
  • Finance Company
  • Local authority
  • Other

If a customer attributes to multiple contact types, such customer will appear in the report as separate records of each relationship type.

PhoneContact phone of the customer.
Updated on 5 November, 2021

Was this article helpful?

Yes No

Related Articles