Customer Reports

SOLVED

I need to print a report that shows Customer Name/Number and Price Level Information, but when I switch from 'customer information' to

'name and number listing', the Price Level Information is greyed out (see below).

How can I correct this?

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  • +1 in reply to jms329
    verified answer

    Crystal Reports is not needed for a custom lookup.

    Here are the steps:

    1. Launch Customer Maintenance, click on the customer lookup
    2. Click Custom
    3. Enter a description for the new lookup
    4. Click Next
    5. Scroll down until you see PriceLevel
    6. Click the right arrow to add the PriceLevel to the Selected Columns
    7. Fields not needed can be removed using the left arrow
    8. Click Finish
    9. Select new lookup in View field
    10. Customer List should display the new lookup. Click Print to print the lookup.

     

  • 0 in reply to JamieConnolly

    This is great, did the trick.  Kept a copy for future reference.  Thanks again!