Account changes report

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Summary

It is possible to auto execute a Report Generator report whenever customer or supplier details are changed in the " Add or Edit Customer/Supplier" options.

As this report is from the Report Generator it can be instructed to create the report as a file. This file could then be picked up by a third party software program and the customer or supplier details could then be imported by that software package.

More Information

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings".

  • Enter the report to execute in "Account Changes Report".
Please note there is no default report issued with your system. You must choose a suitable report or contact Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page to discuss a custom report request (this may be chargeable).
Once in place this report will run for every change made to a customer or supplier account.

See also


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Keywords AND Misspellings
account changes, auto report