A simple report to extract companies and information about them from the CRM with several options for filtering the information through search criteria. All of this information can be found and edited on a company card in the CRM. The selected criteria for Address will customize the address columns.
Below is a description of each column in the report.
| Title | Description |
|---|---|
| Customer no. | Customer number. |
| Company | Company name. |
| Parent customer no. | Parent customer number. |
| Parent company | Parent company name. |
| Company no. | Company number. |
| Relation | Company relation. |
| Last invoiced | Invoice date of the last invoice. |
| Industry | Company industry/branch category. |
| Company email. | |
| Newsletter | Whether the company wants to receive a newsletter. |
| Phone | Company phone number. |
| Webpage | Company webpage. |
| Address 1 | First address line as set by the address criteria. |
| Address 2 | Second address line as set by the address criteria. |
| Postal code | Postal code as set by the address criteria. |
| City | City as set by the address criteria. |
| Country | The country set by the address criteria. |
| Credit time | The amount of days credit according to the terms. |
| Credit rating | The issued credit rating. |
| Credit check date | The date the credit check was issued. |
| Credit check by | User performed the credit check in the system. |
| Connected co-worker | Who is connected to the project. |
