Click here to view the Customer Database Reports menu.

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Introduction

This report prints a Customer List by Company/Branch/Territory and sorts either alphabetically or numerically. You can print either to the screen or printer.

Procedure

From the Optifacts Main Menu:

Select Option 5 – Report Generators and press Enter.

Select Option 1 – Customer Database Reports and press Enter.

• Follow the on-screen prompts. You can select specific or all companies, branches, territories, or accounts. 

The following is an example of the report printed on the screen.

To view and, or download these instructions as a PDF file, click on the following document image.

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