Generating a List of Customers (or Suppliers) dealt with during a specified time periodA list of customers (or suppliers) that you have dealt with (say over the last 6 months) may be generated by tagging those organisations and then generating a list of tagged organisations: - Untag all organisations using Contact Manager → Enquiries — Contacts.
Click Next Step. All organisations are displayed. Click Tagging, then Untag All. Follow the prompts, then click Close to close the Tagging dialog. Click Close to exit Contact Manager Enquiries. - Tag organisations that you have dealt with using Accounts Receivable → Enquiries.
Choose the date range. If you want only customers choose ALL ACCOUNTS RECEIVABLE, if you only want suppliers, choose TYPE = ALL ACCOUNT PAYABLE. Click Next Step. All matching transactions are shown. Click the Special tab. Click Tag all organisations in the results. Click Close to close the Enquiries screen. - Print a list of tagged organisations using Contact Manager → Enquiries — Contacts.
Select Tagged Entries Only. Click Next Step. Click the Reports tab. Choose the report options required (eg. Simple List, then tick address/phone/email etc). If you want to print mailing labels, click the LABELS/ENVELOPE button at the base of the screen. Click Print Preview.
See also Marking Old Customers/Suppliers Inactive.
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