This report shows memos that have been recorded on customer accounts.
Click here for instructions on recording memos.
1. Select Gx Sales on the toolbar.
2. Select Reports from the menu.
3. Double-click Customer Account Memos from the list of reports.
4. You
can run the report for a range of account codes, or individually
selected customers, or include selection criteria to search for a specific
group of accounts. To include a range, type the first and last accounts to
be included in the From Account and To Account fields. You can use
the icon to look up account codes. To manually select specific
accounts, click the Advanced Selection button then select the letters of
the alphabet to select the accounts from. Highlight a customer in the list
and click Add to include them on the report. Hold the Control key down to
select multiple accounts. The selected accounts show in the right hand
side of the screen. To apply selection criteria click the Advanced
Selection button then click the Search radio button. The search window
will open. Click here for instructions on using the account search
facility.
5. Click the Ok button.
6. Select where you want to Send Output To. (more info)
icon to look up account codes. To manually select specific
accounts, click the Advanced Selection button then select the letters of
the alphabet to select the accounts from. Highlight a customer in the list
and click Add to include them on the report. Hold the Control key down to
select multiple accounts. The selected accounts show in the right hand
side of the screen. To apply selection criteria click the Advanced
Selection button then click the Search radio button. The search window
will open. Click
here for instructions on using the account search
facility.