Creating a Contact List for Following Up with Customers

This topic describes the steps to:

• Generate a list of customers by comment follow-up date, and include customer contact information on the list.
• Use the Customer List preview to perform additional inquiries on a customer's account.

Tip: You can modify these steps to include other information you need to discuss with your customers. For example, you can use the Select By fields to select additional or other criteria, and select Aging, Credit Limit, and Include options to create a completely different report. (The steps include tips as suggestions to guide you.)

To create a contact list that you can use to follow up with customers:

1. Open Accounts Receivable > A/R Customers > Customer List.
2. To limit the list to a range of customers, or to include customer number information on the report:
   1. In the first Select By field in the Customer Range area, select Customer Number

      Tip: If you prefer a report that contains other information, such as customer group or account set, specify Customer Group or Account Set instead of—or in addition to—the customer number.

   2. Use the From and To fields to specify the first and last customer numbers (or customer group codes, or account set codes) for the range that you want to include.

      The generated report will include columns of information for all the criteria you select, in the order you specify them.

3. To include comments from customer records, select Comment Follow-Up, and then use the From and To fields that appear to specify a range of follow-up dates for the comments you want to include on the list.
4. If the list is for a specific salesperson, select Salesperson, and then specify the same salesperson code in the From and To fields.

   Alternatively, you can specify a range of salespersons using the From and To fields.

5. Specify any additional criteria you need in the remaining Select By fields.

   Example: To include only customers that have overdue balances, select Overdue Amount or Functional Overdue Amount as criteria.

   If your system uses security, you must have View Transaction History security authorization to select criteria for amounts or balances.

6. Use the Aging, Credit Limit, and Include options to refine the report. More...
   Tips:

   • If you selected criteria that can be aged (such as Current Due or Overdue Amount), select aging options that determine whether amounts are classified as current or overdue.
   • To select customers based on their credit status, and to include information about customers' credit limits, select credit limit options.
   • If you want to include the name, phone number, and email address for a customer contact person, select the Contact Information option.
   • If you specified Comment Follow-Up or Comment Expiration as criteria, and you want to include customers whose records have no comments in the specified range of dates, select Customers With No Comments.
   • If you want to include customers with no balances, select Customers with Zero A/R Balance.
7. Click Process to generate a customer list preview.

   Tip: If you leave the Customer List Preview screen open, you can refer to it when you contact customers.

8. To print the customer list to your usual print destination, click Print.
9. When you have finished using the preview, click Close to return to the Customer List screen.