Customer Contact Listing - Fields

 

Customer Contact Listing

Customer Number

Enter a range of customer numbers, or select the All check box to print all customer numbers. Click the Lookup button to list all customer numbers.

 

Printer/Output

Select a printer or output method. The following output methods are available:

  • Select Deferred to save the report or listing to your hard drive for printing at a future time using Deferred Printing.

  • Select Export to export to a file type, such as PDF or Excel. The file can then be saved to your hard drive.

  • Select Data Only Export to export only the data portion of the report (excluding header information) to a file type, such as PDF or Excel. The file can then be saved to your hard drive or e-mailed.

    Note This option is available only if the report or listing contains header information.

  • Select Office Merge to export data to a Microsoft Word or Excel template. For more information, see Office Template Manager.

  • Select Paperless Office to e-mail, fax, or print the report as a PDF document. When you select this option and click Print, the Paperless Office Selection window appears and allows you to define recipient and message options.