To obtain the Customer Information Reports within the Web, select the WEB Print button from the ManEx action buttons at the top of the screen. For further detail on How the Reports work within the Web refer to Article #5477.
Note: In order to access the Reports within the Web the Company Root URL must be setup within the System Appearance module and user must be linked to web within the System Security Module.
Select the Report Type: CUSTOMER OR CUSTOMER CONTACT - A List of Reports will be displayed that are available on the Web
for CUSTOMER OR CUSTOMER CONTACT
To obtain the Customer Information reports, select the Print button from the ManEx action buttons at the top of the screen.
The following reports screen
will display a list of reports that are available on the ManEx Desktop:
Highlight the desired report and then depress the OK button:
Customer Information Report
For the Customer Information report, highlight Active, or Inactive the depress the > button or select both by depressing the >> button.
Depress the OK button.
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The following report will print:
Customer Contact Information Report
Highlight the report, depress the OK button:
The following report will print:
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