Customer Contact List

Field

Description

Status

Here select a status and only customers in that status will display on the report.

Credit hold

Here select a credit hold status and only customers in that credit status will display on the report.

State

Here select a state and only customers with their company information state matching will display on the report.

City

Here select a city and only customers with their company information city matching will display on the report.

Order by

Select from the drop-down how you would like the trips ordered on the report.

Group by

Select from the drop-down if/how you would like the report grouped.

Customer

This field will display the customer Id for the customer provided.

Company

This field will display the company name listed in the company information field of the customer.

Credit limit

This field will display the credit limit set for the customer.

On credit hold

This field will display if the customer is set on credit hold.

Billing method

This field will display the chosen billing method(s) from the customer profile.

Address

This field will display the address listed in the company information section of the customer.

Phone number/Name/Email address

This field will display all of the contacts listed for the customer.