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How do I create a report containing the contact details for all people that work for our customers?

Workbooks Support Posted: 2011-01-05 17:00

How do I create a report containing the contact details for all the people that work for our customers?

Workbooks Support Posted: Wed, 19.01.2011 - 10:04

You need to create a people report and include the fields you need (for example, Person Name, Email Address and so on).  Then you need to apply the right criteria to only select those people who are employed by a supplier to your company.

You can achieve this by following these steps:

  • Start > New > Report > A new blank report > People.

  • Columns:

    • Person name

    • Employer

    • etc.

  • Criteria:

    • Employer Image removed. Suppliers Image removed. Is Own Organisation - is true.