Customer Locations Report

Since some service customers may have multiple locations, you can print the Customer Locations report to list each location's information. The Customer Locations report is compiled from the service call database. It lists the customer's address information, salesperson, labor group name, pricing matrix name, and user-defined field information for each location.

1. Select Reports > Service Management > General > Customer Locations.
2. Select a customer using the lookup button in any field. When searching by customer ID, customer name, or address 1, you must make a partial entry and then select the lookup button to begin the search. When searching by location phone, enter a phone number and then select the phone button to begin the search. If a match is found, the customer record will be retrieved.
3. Select Print.