Customer Memo Listing
This Customer Memo Listing allows you to print a list of customer memos that was entered in your system. This list offers several options while printing this list such as this list can be printed by customer, by region, by salesperson type. This allows you to print a customer memo listing especially when it is time to clean up or review your customer memos file.
Screen Shot:
The user must select from the different options available.
Sort: From a pull down list, the user will have to chose how the report should be sorted: either numeric, alpha, type, region or by salesperson.
Customer: The user will have to choose if the report should include all customer, a few or print by choosing an interval.
Alpha: The user must select all or Interval. If internal is chosen, the user will have to type in letters in from and to. (i.e. From the letter a to the letter b)
Type: The user must select all, A few or Interval.
Region: The user must select all, a few or interval.
Salesperson: The user must select all, a few or interval.
Status: The user must select all or interval
Once all selections are completed, the user must press accept and the system will give you a choice between Report or grid. If the user want to print the list, the user must click on print.