This report allows the user to get a listing of the last time a Customer or Contact was used in a Quote or Order.
Location
The report can be run from the Tools Menu in the Customer or Contact Listing, depending on which report you wish to run.
Customer Layout
The report will give you a list of customers, their ID, their location, if they are Active, and the last date they were used in the following:
- Quote on the Specifier Tab
- Quote on the Customer Tab
- Order on the Specifier Tab
- Order on the Customer Tab
Note: this pulls information from the quotes and orders tables. If a customer was deleted then the ID that is on the Quote or Order will show. The Customer and Location will display "Unknown" in this case.
Contact Layout
The report will give you a list of contact first and last names, the customer they are associated with, their email, and the last date they were used in the following:
- Quote on the Specifier Tab
- Quote on the Customer Tab
- Order on the Specifier Tab
- Order on the Customer Tab
The Contact ID and DatabaseID are provided to assist in identifying the exact entry when there are duplicates with the same names and emails.
Note: this pulls information from the quotes and orders tables. If a contact was deleted then the ID that is on the Quote or Order will show. The contact details will display "Unknown" in this case.
Printing
If the print button is pressed, then the user is asked where they wish to save an XLSX export of the data.
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