Create a Customer List using the Universal Report
How to create a Customer List using the Universal Report
Resolution is :
1. Go to
Reports → Universal Report.
2. Select
Catalog
and
Address/Contact.
3. Click
Show Settings
, Grouping by "
Owner
"
4. Click
Run Report.
This will show all address/contacts from all customer cards grouped by company name.
Additional Filters may be added:
Show Settings/Filter
eg: Filter by Contact id (primary, dropship and etc.)
Additional Fields may be added (or removed):
Show Settings / Indicators
Formatting
may be configured:
Show Settings / Conditional Formatting