menubar4contacts

Navigate to the Contact and Activity browse table to access the Customer List options. This feature requires Supervisor or designated security access.

 

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Click on the [Customer List] button for additional Contact Printing options.

 

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The Menu window will open and show many print options for Customer and, or Prospects. You may elect to print Active and, or Inactive Customer and, or prospects.

 

Optionally, you may print an exclusive list of Customers and, or prospects for a selected Person that has been assigned to the record inside the Contact Form. Enter or select from the pop-open browse an appropriate Sales Code and this select one of the "Assigned" labeled print buttons as shown in the image below.

customerlistprintmenu

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