HansaWorld FirstOffice Start   >> Base Registers   >> Customers and Suppliers  

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This text refers to program version 4.3  

Operations Menu - Customer Status

The 'Customer Status' function prints a Customer Status report to screen.

In its basic form, this report shows address and turnover information and lists all Contact Persons for the Customer currently on screen or for those Customers highlighted in the browse window. However, if required, you can also have a list of recent Invoices shown in the report. Use the Info on Customer Status Report setting to control whether this additional information will be shown to different users, each of whom can be given a different report definition.

The Customer Status report has FirstOffice's Drill-down feature. You can open many records such as Contact Persons, Customers and Invoices from the report by clicking in the appropriate places (i.e. on Contact Person names, Customer Numbers and on Invoice Numbers). Text with the drill-down feature is shown underlined in the report. The report also contains a [New Activity] text button that you can click to create an empty new Activity.

The function will have no effect if you try to use it with a company that is not marked as a Customer.

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