Reviewing Customer Comments on the Customer List Preview

To review customer comments on the Customer List Preview screen:

1. Open Accounts Receivable > A/R Customers > Customer List.
2. Specify criteria for a customer list, including Comment Follow-up or Comment Expiration as selection criteria.

   If you need help to create a customer list, follow the instructions in Printing a List of Customers, specifying additional criteria for comments in the Select By fields.

3. Accept the default range of comment follow-up or comment expiration dates, or specify a different range of dates using the From and To fields beside these criteria.
4. If you want to include customers whose records do not have comment dates within the specified range, select the option Include Customers With No Comments.
5. Click Process.

   The Customer List Preview screen appears, displaying two information tables. The top table includes the list of customers. The bottom table displays comments that match your criteria.

6. On the top table, select the line for a customer whose comments you want to view.

   The bottom table on the preview lists comments that match your criteria for the selected customer.

7. If you want to print the generated list to your usual print destination, click Print.