Customer Name File Reports
This window titled Customer Name File Reports is used to select the criteria to be used to print data from the Customer Name File. The system will allow you to print a detailed (Full) listing or a summary (short) listing of the Customer Name File. You also have the option to print mailing labels for all customers or for a selected group of customers.
Report: Point your mouse cursor to the radio button for the desired report and left-click your mouse one time to select that option. The available options are:
Full Listing - This option will print a complete listing of all of the information contained in the Customer Name File for each customer. Please note that this listing will be printed in the sort order you selected on the Customer Name File Maintenance window.
Short Listing - This option will print a one-line listing for each customer including Customer Number, Customer Name, Primary Contact, Phone Number for Primary Contact, SCAC Code, and Account Number.
Address Labels - This option will print mailing labels. Note you can print address labels for all customers or you can limit these labels by Customer Type, Zip Code, and/or Print Flag. Please note that these labels are formatted to print 30 labels per page (3 labels across and 10 down).
Sort Order: Point your mouse cursor to the radio button for the desired sort order and left-click your mouse one time to select that option. The available options are:
Name - This option will print the selected report (Full Listing, Short Listing, or Address Labels) in Customer Name Order (based on the Sort-Locator field in the Customer Name File).
Customer Number - This option will print the selected report (Full Listing, Short Listing, or Address Labels) in Customer Number Order.
SCAC Code - This option will print the selected report (Full Listing, Short Listing, or Address Labels) in SCAC Code Order.
Customer Type: This field is only available when you select the Address Labels option above. Leave this field blank if you wish to include all customer types. Enter a type if you wish to limit this listing to only one type of customer. The description of the customer type will be displayed to the right of this field. Press the [?] to the right of this field to view the current customer types.
Include Zip Codes Between: / And: This field is only available when you select the Address Labels option above. If you wish to limit these address labels by the customer's zip code number, then place the range of 3-digit zip codes in these fields (based on first 3 digits of zip code). To include all Zip Codes, then enter "000" to "999".
Print Flag: This field is only available when you select the Address Labels option above. If you wish to include only one Print Flag, then enter that Print Flag here. Leave this field blank if you wish to include all Print Flags. NOTE: The Print Flag is found in the Customer Name File and it is used to group certain customers for printing address labels. The Print Flag field is only used by this label printing option.
[ Select Printer ] Press this button to select the printer on which the selected report or address labels should be printed. NOTE: You must select the appropriate printer BEFORE you press the [Print Portrait] or [Print Landscape] button to print the report/labels. You cannot change the printer designation after the Report Preview window appears.
[ Print to File ] This option is currently not available for any of the Customer Name File reports or address labels. Please call Technical Support at 1-804-320-2040 if you need the Print to File capability added to any of these reports. All such requests will be forwarded to our programmers.
[ Print Portrait ] Press this button to print the selected report or address labels in Portrait Orientation. Please note that the report or labels will appear in a Report Preview window for your review. For additional information, please see Report Preview.
[ Print Landscape ] Press this button to print the selected report in Landscape Orientation. NOTE: The landscape option is only available for the Short Listing report.
[ Close ] Press this button to close this window without printing any report or address labels.
[ Help ] Press this button (if available) or the F1 key to view the Help text for this window.
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