TRAVERSE Global v11.1

Customer List

Use the Customer List function on the Master Lists menu to produce a basic list of the information stored in your customer records including: customer's name, address, and contact information. To change customer information, use the Customers function on the Setup and Maintenance menu.

  1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
  2. Select how to sort the customer list information from the Sort by section.
  3. Select, if applicable, the Page Break by Sort Option check box to create a page for each sort option.
  4. Select, if applicable, the Banded Rows check box to highlight alternating lines on the list to make the list easier to read.
    Note: Use the Print Preferences function in the System Manager Business Rules to define the default setting for this check box. You can then override this default when you print the list.
  5. Click a command button to
    6. Click To
    Print Process the Customer List.
    Output Output the list as a PDF.
    Send Save the list as a PDF and attach it to an email using your default mail program.
    Preview View a preview of the Customer List.
    Reset Set all fields to their default values.
ClosedCustomer List