Customer Report - Ability to search by Customer Name
For our primary reports—such as Service Call, Invoice, and Equipment Reports, users can search by Customer Name. However, this functionality was not available in the Customer Report. So in version 18.7, in addition to searching via the Customer List page and the search bar in the upper-right corner of the Command Center, you can now also search for a specific customer by name directly within the Customer Report.
Steps to Access the Customer Report
- In the left menu, navigate to Reports
- Under Customer, click on Customer Report
- Choose Create New Search
- Search by Customer Name
- Click on Update Report
Screenshots
Notes:
- In the Customer Report, if you want to send an email template to your customer(s), first select a customer by ticking the checkbox next to their name. Then, click the Actions button and choose the Send Email option. The selected email template will be sent immediately. This is useful if you need to send emails to your customers instantly while on the go.
- Under the Actions button, there's also an option to Save the Search. This is a very helpful feature if you frequently search the report using the same parameters or criteria, as it allows you to pull up the report instantly without having to set the filters from scratch each time.
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