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Detta avser program version 4.3  

Info on Customer Status Report

You can use this setting to specify what will be shown in the Customer Status Report when it is produced by different users using the Operations menu function of the 'Customers: Browse' and 'Customer: Inspect' windows.

You can save a separate record in this setting for each Person, so each user can customise the report to their particular requirements. These records are listed when you double-click 'Info on Customer Status Report' in the 'Settings' list. To create a new record, click the [New] button in the Button Bar, or highlight a record in the list that is similar to the one that you are about to create and click [Duplicate].

The following window opens:

User

Paste Special    Persons setting

Enter the user's initials in the User field, using 'Paste Special' if necessary. FirstOffice will prevent you from entering more than one record for a particular Person.

Include Invoices

Check this box if Invoices are to be listed in Customer Status Reports produced by the Person entered in the User field above. You should also check the All Open box.

All Open

Check this box if open (unpaid) Invoices are to be listed.

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