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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  • 0

    Hi JMS329,

    The Name and Number Listing prints only the Name and Number. If you have Crystal Reports installed you can create a custom report and include just the Name, Number and Price Level or you can create a custom lookup to include the Name, Number and Price Level. Let me know if you need steps on either. 

  • 0 in reply to JamieConnolly

    Not sure if we have Crystal Reports installed, will have to check. Can you send the steps anyway?

  • +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.

     

Reply
  • +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.

     

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