Below is a listing of Views that replace obsolete reports. After loading a View you can further customize by adding or removing fields, changing the field placement, and sorting, filtering, etc.
All Views can then be printed and used as a custom report. If you can't find the report or View you're looking for, let us know. We'll either show you which view to load or create it for you if it's new!
The following views are automatically loaded in your Customer List. You can access them from the View drop down list.
- Birthdays (See Customer Birthdays for more information.)
- Wish List (See Invoice & View Customer Wish List Items for more information.)
To Load a Customer View:
- From the Customer List toolbar click , then select Load View.
- Choose a view then click OK .
- To add additional columns click , then select Column Chooser. Use the drag and drop method to add columns to the desired location on the current view.
- To print the view select , then choose either Print or Print Preview.
|If you used this report...||Try this view|
|Account Balance Listing - Unpaid||Unpaid Accounts||Name, Preferred Contact Method, All Phones, Last Invoice, Account Balance and Reward Points|
|Customer Email Address Listing||Email Listing||Name, Email 1, Email 2, Spouse Email|
|Customer Follow-up||Follow-up Cards||Name, Best Contact Time, Birthday, Preferred Contact Method, Last Contact Date, Last Invoice, Account Balance, with a wide area for notes|
|Customer Last Order Listing||Last Order||Name, Last Invoice Date, Preferred Contact Method, Best Contact Time and Account Balance|
|Customer Listing by Last Name||Customer Listing||Name, Address, All Phones and Birthday|
|Customer Listing by Last Name (multi-column)||Contact Cards||Name, Birthday, Best Contact Time, Preferred Contact Method and Account Balance|
|Customer Profile by Last Name||
Or print from the customer's profile toolbar:
|Name, Family Name, Address, Preferred Contact Method, Birthday, Best Contact Time, All Phones, Account Balance, Client as of Date, Birthday, PC Program Date, Next Contact, Last Contact, Last Invoice, Occupation, Referred By, Potential Recruit, Interviewed, Summer/Winter Formulas, User Codes and Spouse Info|
|Customer Referral Listing||Referred By||Name, Preferred Contact Method, All Phones and Referred By|