Is there a report that lists all other contacts?

Solved

We have a number of clients that wish to have multiple emails setup for invoice and/or statement delivery.

So, under Maintain Customers, we setup the document transmittal to "include other contacts":

We then enter the "other contacts" under Maintain Customers, Other Contacts:

Is there a report I can run that shows all of our other contacts that we have setup?  It doesn't appear that the other contacts can be found under AR, Business Insights, Customers.  The primary contact and email address is there, but the other contacts are not.  Please help!

Parents
  • +1
    Verified Answer

    Good afternoon,

    Yes, only the primary contact’s email address is displayed in the front-end Customer Listing report under AR > Reports > Other Lists.

    Additional contacts can be accessed through the Other Contacts button; however, there is no specific report available to get the list of all these informations. For potential workarounds to retrieve these details from the back-end tables, please open a support ticket with Sage 500 Support.

    Thank you and have a great day.

Reply
  • +1
    Verified Answer

    Good afternoon,

    Yes, only the primary contact’s email address is displayed in the front-end Customer Listing report under AR > Reports > Other Lists.

    Additional contacts can be accessed through the Other Contacts button; however, there is no specific report available to get the list of all these informations. For potential workarounds to retrieve these details from the back-end tables, please open a support ticket with Sage 500 Support.

    Thank you and have a great day.

Children
No Data