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- Company
- Address1
- Address2
- Prov/State
- Postal Code
- Country
- Area Code
- Phone
- Extension
- Title
- First Name
- Last Name
- Business Type
- Contact Date
- Purchases
- Last Purchase
- Credit Limit
- Need Followup
- Followup
- FollowUp Done
- Comments
- Position
- Bank Info
- Acct Number
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- Area Code, phone, extension
- nsion
- ould be completed
- CUSTOMERS
- COMPANY
- Company Name:
- Address:
- City:
- Province / State:
- Postal Code:
- Country:
- Phone:
- Contact:
- Title, first name, last name
- BUSINESS INFORMATION
- Type of Business:
- Date of First Contact:
- Made Purchases:
- Date of Last Purchase:
- Credit Limit:
- Information:
- Account Number:
- CURRENT ACTIVITY
- Followup Needed:
- What is Needed:
- Date Completed:
- COMMENTS
- Type Yes or No
- Leave blank if none
- Job Title:
- Enter follow-up completion date.
- Area Code, phone, extension
- Followup
- No Purchase
- Contacts List
- CONTACT PHONE DIRECTORY
- This report is part of the Customer AutoStart template.
- It lists all customers and contacts, sorted by last name.
- CONTACT NAME
- COMPANY
- PHONE
- Company List
- CONTACT AND CUSTOMER COMPANY DIRECTORY
- This report is part of the Customer AutoStart template.
- It lists all customer and contact companies, phone and fax numbers, sorted by the company name.
- POSITION
- PHONE
- Contact:
- Followup Needed
- FOLLOWUP LIST
- This report is part of the Customers AutoStart template.
- It lists all of the followup tasks pending, grouped by date for completion, using the Followup query.
- Company Name:
- Address:
- City:
- Phone:
- Ext:
- Fax:
- Contact:
- What is Required:
- Name & Address
- COMPANY NAMES AND ADDRESSES
- This report is part of the Customers AutoStart template.
- It lists all companies, their addresses, phone numbers, and contacts, sorted by company name.
- Address:
- City:
- Phone:
- Ext:
- Fax:
- Contact:
- Potential Cstmr
- POTENTIAL CUSTOMERS
- This report is part of the Customers AutoStart template.
- This report utilizes the No Purchase query to identify contacts who have not made a purchase.
- Date First Contacted:
- Address:
- City:
- Phone:
- Ext:
- Fax:
- Contact:
- Date of Contact
- CUSTOMER FIRST CONTACT DATES
- This report is part of the Customers AutoStart template.
- It lists all customer companies, sorted by the date of the first contact.
- DATE FIRST CONTACTED:
- Address:
- City:
- Phone:
- Ext:
- Fax:
- Contact:
- Postal Code
- COMPANIES LISTED BY POSTAL CODE
- This report is part of the Customers AutoStart template.
- It lists all contact and customer companies sorted by postal code.
- Company Name:
- Address:
- City:
- Phone:
- Ext:
- Fax:
- Contact:
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