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Company List

Company List

Postby artadot » Wed Feb 15, 2017 10:13 am

I am trying to create a list of companies with their addresses. We have a new salesman and this would beneficial to him. Does anyone have any suggestions?
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Re: Company List

Postby timbre4 » Wed Feb 15, 2017 11:21 am

I would suggest 'Customer List by Company' under the Client tab in Reports. It does also include vehicle details for each.
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Re: Company List

Postby artadot » Wed Feb 15, 2017 1:26 pm

yes, it does have the vehicles listed which makes it a very large report. I was looking for something not so detailed. Just company name and address, even the phone number isn't necessary.
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Re: Company List

Postby Silky7 » Wed Feb 15, 2017 3:08 pm

I'd suggest using the Mail Merge under the Follow Up reports. Open the .csv in Excel or other open source office application, and you can easily pick out Companies with their addresses/phones.
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Re: Company List

Postby artadot » Thu Feb 16, 2017 8:30 am

Thanks so much, that got me everything I wanted.
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