How do I view customers by account status?

From Catalyst
Revision as of 05:35, 19 June 2019 by ThrashBot (talk | contribs) (Bulk update)
(diff) ← Older revision | Latest revision (diff) | Newer revision → (diff)
Jump to: navigation, search

Summary

This article explains how to view and sort a list of Customers by their Account Status.

More Information

Select " Accounts\Systems Sales Ledger Customer File Maintenance Add or Edit Customers".

  • Move up to the "Filter on:" field and enter the specific Status code you have applied e.g. 'STO' to find Customers set to 'Account on Stop'.
  • Click [Search].
All data fields will be searched to find the word you enter. This may mean customers with this combination of letters in their name, address or account group may appear in the list.
  • Alternatively leave "Filter on:" blank and click [List] to list all your customers.
  • Click the [Status] tab to sort the list by Account Status.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
account, status, on stop, account status report, customer on stop