Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 11 Next »

This Report does not work on Report Dates, it searches the whole database.

This Report will show more Detailed information on any Mailing Lists you have set up and the Customers you have attached to these Mailing Lists.



Field NameDescriptionField Limits and Notes
Mailing List NameThe Name of the Mailing List you have created.This field Cannot be Changed here.
Date CreatedThe Date the Customer Contact was added to the above Mailing List.This field Cannot be Changed here.
TitleThe Title of the above Customer Contact.This field Cannot be Changed here.
First NameThe First Name of the above Customer Contact.

This field Cannot be Changed here.

Sur NameThe Surname of the above Customer Contact.This field Cannot be Changed here.
Full NameThe Full Name of the above Customer Contact.This field Cannot be Changed here.
AccountThe Account Code of the Customer associated to the above Customer Contact.This field Cannot be Changed here.
Account NameThe Name of the Customer associated with the above Customer Contact.This field Cannot be Changed here.
Address 1-4The Address for the Customer Contact.This field Cannot be Changed here.
PostcodeThe Postcode for the Customer Contact.This field Cannot be Changed here.
Country NameThe Country for the Customer Contact.This field Cannot be Changed here.
TelephoneThe Telephone Number for the Customer Contact.This field Cannot be Changed here.
Home Telephone NoThe Home Telephone Number for the Customer Contact.This field Cannot be Changed here.
Mobile Telephone NoThe Mobile Telephone Number for the Customer Contact.This field Cannot be Changed here.
FaxThe Fax Number for the Customer Contact.This field Cannot be Changed here.
EmailThe Email Address for the Customer Contact.This field Cannot be Changed here.
Account ManagerThe Account Manager associated with this Customer .This field Cannot be Changed here.
AreaThe Area for this Customer.This field Cannot be Changed here.
TypeThe Type the Customer has been set up as.This field Cannot be Changed here.
OutletThe Outlet associated with the Customer.This field Cannot be Changed here.
SourceThe Source associated with the Customer.This field Cannot be Changed here.
DivisionThe Division associated with the Customer.This field Cannot be Changed here.
ClassificationThe Classification associated with the Customer.This field Cannot be Changed here.
Preferred Contact Any Preferred Contact set up against the Customer.This field Cannot be Changed here.
Last Sale DateThe Date of the Most Recent Order Placed for this Customer.This field Cannot be Changed here.
Spend This YearThe Total Amount the Customer Spent This Year.This field Cannot be Changed here.
Spend Last YearThe Total Amount the Customer Spent in the Previous Year.This field Cannot be Changed here.
DearThe Salutation for the Customer Contact.This field Cannot be Changed here.
MemoAny Memos set up against the Customer Contact.This field Cannot be Changed here.
International ClientIf the Client is an Overseas Client.This field Cannot be Changed here.
Mailing List MemberIs the Customer Contact is a Member of the Mailing List.This field Cannot be Changed here.
Attend TastingsIf the Customer Contact will Attend Tastings.This field Cannot be Changed here.
ArchivedIf the Customer is still an Active Customer.This field Cannot be Changed here.
Currency SignThe Currency the Customer trades in.This field Cannot be Changed here.
Currency NameThe Name of the Currency.This field Cannot be Changed here.
Pricelist Group NameThe Name of any Price List the Customer is attached to.This field Cannot be Changed here.

Once the results of the Report are retrieved you can filter on 1 or multiple fields to only show some records as per any search criteria you enter.

  • Once you have the records on screen that you wish to see, you can if required extract the information in an XML , CSV or PDF format by clicking on the buttons at the bottom of the screen which will email the results. 


  • Click the button to refresh the report and make sure you are looking at the latest date
  • No labels