SageForum for UK versions of Sage 50- Help and support.

Hi,

I am looking for a standard Report Template for the 'Communications' section within the Customer and Supplier Records.

It would be nice to be able to run a report that can be sent to excel, which shows all the communications within a date range, for all the customers and again for all the suppliers.

Is there one available?

Many thanks

There are lots of reports! I would do it in Excel using ODBC, if I have time I might do an example for you later.

Communication by Account
Cn_ByAcc.report Grouped by customer and then the person who was contacted. >Customers>Reports>Sales contacts

Communication by Account
SN_BYACC.report Grouped by supplier and then the person who was contacted. >Suppliers>Reports>Supplier contacts

Communication by Caller and Account
Cn_ByCalAcc.report Grouped by customer and then the person who recorded the contact.
>Customers>Reports>Sales contacts

Communication by Caller and Account
SN_BYCALACC.report Grouped by supplier and then the person who recorded the contact. >Suppliers>Reports>Supplier contacts

Communication by Caller and Date
Cn_ByCalDat.report Grouped by the person who recorded the contact and then the date it is recorded on. >Customers>Reports>Sales contacts

Communication by Caller and Date
SN_BYCALDAT.report Grouped by the person who recorded the contact and then the date it is recorded on. >Suppliers>Reports>Supplier contacts

Communication Details
CN_Details.report Grouped by customer and then the ID of the recorded contact. The contact number is generated automatically, and doesn't appear anywhere in the customer record. >Customers>Reports>Sales contacts

Hi Bruce,

That would be great.

Thank you very much for the information.

Kind regards

Hi Bruce,

Is it possible to have what is typed in the Memo section added onto the report?

I can only see the 'Notes' box as an option on the variables, but the idea of the report is so we can see who was contacted and what was said.

Thanks

Lisa

The Memo field is not exposed as far as I know, so it would not be possible.

Attached is a spreadsheet that pulls everything out of all the associated tables and creates one big data set for customer communications, I have also done a cut down version with just some of it.