Customer & Supplier Reports

The customer and supplier lists can be used to create customized lists of data which can be used for reporting needs or downloaded into Excel for analysis.

Customize your customer and supplier lists using filters, configurable columns, filters and preset views .

Available filters:

  • Created date
  • Last contacted date
  • Last ordered date
  • Created by
  • Country
  • Lead source
  • Nominal code
  • Owner
  • Price list
  • Search
  • Status
  • Team
  • Trade status
  • With tags

Available columns:

  • Account code
  • Bank account
  • Bank sort
  • City
  • Company
  • Contact ID
  • Country
  • County/State
  • Credit days
  • Credit limit
  • Currency
  • Custom fields - customer/supplier
  • Date created
  • eBay username
  • Email address
  • Email address 2
  • Email address 3
  • Fax
  • First name
  • Last name
  • Last contacted
  • Last ordered
  • Lead source
  • Mailmerges
  • Mobile
  • Nominal code
  • Owner
  • Postcode
  • Price list
  • Role
  • Salutation
  • Service level
  • Skype
  • Status
  • Street
  • Suburb
  • Tax code
  • Tax number
  • Telephone
  • Telephone (2)
  • Trade account
  • VAT number
  • Website
 
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