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Customer Contact List


This report displays customers with their address, phone number, contact name, and email address. 


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Customer contact Parameters

Report Parameters

Field

Description

Status

Select a status to include only customers in that status.

Credit hold

Select a credit hold status to include only customers in that credit status.

State

Select a state to include only customers whose company information matches that state.

City

Enter a city to include only customers whose company information matches that city.

Order by

Select how the data should be ordered on the report.

Group by

Select if and how the data should be grouped on the report.


Customer Contact List Report

Report Columns

Field

Description

Customer

The customer ID.

Company

The company name from the customer's company information.

Credit limit

The credit limit set for the customer.

On credit hold

Indicates whether the customer is currently on credit hold.

Billing method

The billing method(s) selected on the customer profile.

Address

The address from the customer's company information section.

Phone number/Name/Email address

All contacts listed for the customer, including phone number, name, and email address.


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