The customer and vendor 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 .
Filter on contacts which have a set of tags.
The filter will bring up contacts with any of the tags selected.
e.g. Selecting "VIP" and "Sports customers" will bring up contacts which have either tag, not just both.
|Price list||Filter for contacts assigned a specific price list.|
|Account (nominal) code||Filter for contacts assigned a specific account (nominal) code.|
Filter on contact status.
|Created by||Filter for contacts based on the staff member who created them.|
|Country||Filter for contacts based on the country of their default address.|
Filter filter for contacts assigned a specific lead source.
|Owner||Filter for contacts owned by a specific staff member.|
|Team||Filter for contacts assigned to a specific team.|
There are also various options for searching. Learn more about searching for customers and vendors here.
|Company||The contact's company name.|
|First name||The contact's first name.|
|Last name||The contact's last name.|
|Email address||The contact's default email address.|
|Telephone||The contact's default telephone number.|
|Email address 2||The contact's secondary email address.|
|Email address 3||The contact's tertiary email address.|
|Telephone 2||The contact's secondary telephone number.|
|Mobile||The contact's cell phone number.|
|Fax||The contact's fax number.|
|Role||The contact's job role.|
|Owner||The staff member set as the contact's owner.|
|Street||The street of the contact's default address.|
|Suburb||The suburb of the contact's default address.|
|City||The city of the contact's default address.|
|County/State||The county/state of the contact's default address.|
|Postcode||The postcode of the contact's default address.|
|Country||The country of the contact's default address.|
|Tax code||The tax code assigned to the contact.|
|Account (nominal) code||The account (nominal) code assigned to the contact.|
|Credit limit||The contact's credit limit.|
|Credit days||The contact's number of credit days.|
|Credit term type||The contact's credit term type, either "net" or "net EOM".|
|Price list||The price list assigned to the contact.|
|Status||The contact's contact status.|
|Lead source||The contact's lead source.|
|Bank account||The contact's bank account number.|
|Bank sort||The contact's bank account sort code.|
|Tax number||The contact's tax number.|
|Salutation||The contact's salutation.|
|Currency||The currency assigned to the contact.|
|Last contacted||The date the contact was last contacted ("touched").|
|Last ordered||The date the contact's last order was placed.|
|Date created||The date the contact was created.|
|Service level||The contact's service level.|
|Trade account||The contact's trade status.|
|eBay username||The contact's eBay username.|
|Skype||The contact's Skype alias.|
|Website||The contact's website URL.|
|Mailmerges||Whether the contact has the "Receive newsletters" setting set to "Yes" or "No".|
|Custom fields||Any contact custom fields can be added to the report.|