Customer Listing

Menu Path: Customer > Query / Reports > Customer Listing

Various filters are available within this reports for your different purpose of usage. You may export to PDF, Excel, CSV file types.  

• Select Salesman (Compulsory)
• Key in Specific Customer Name Range → optional 
• Key in Specific Customer PKID Range → optional 
• Key in City, Postcode, State and Country → optional
• Key in Date Creation Range → optional 
• Key in Specific Keyword → optional
• Select Customer Type → if any configuration from drop down list
• Select Customer State → All, OK and Blacklisted
• Tick the Option → refer to Label Link at Edit Customer Account (Other Tab)
• Click 'Generate Report Now'

• Click Edit → to proceed to edit customer account
• Click 'Printable Page' → to print current tables or columns
• Click Export Functions available (Export as Excel and Export as CSV) → Only export the current tables or columns
• Click 'Export Data' → if want to export specific tables or columns

Sample Export Data 

Notes:

1. select source fields and add to target fields (The compulsory fields are pre-selected and can not be removed)
2. default format is “comma” delimiter
3. ACC_TYPE at Excel File will show 10 (Corporate) or 20 (Personal)
4. Account Type at Customer Listing will how Corporate or Personal instead of 10 or 20
5. Generate ALL Customer List without select any filter might be time consuming and cause server slowness if the listing generation is done at peak hour