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Customer Statement

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Posted on by TMAC54

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Hey all back again........................

My questions this time is when I am in here

And select Customer Statement it takes me back to the Customer screen instead of here

Want to be able to send Statement to all at the same time

Also how can I make the CUSTOMER STATEMENT be placed in the ROLE area as there appears to be no bookmark to do so

Thanks

Terry

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Nitin Verma 21,091 Super User 2024 Season 1 on at

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RE: Customer Statement

Great.
TMAC54 60 on at

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RE: Customer Statement

That's what I thought. However what i did instead of going thru all those steps t get to the Customer Statement, was to Personalize the page and move it directly into the customer tab. Works like a charm.

Thank you again all
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Nitin Verma 21,091 Super User 2024 Season 1 on at

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RE: Customer Statement

Usually it bookmark if we have a specific bookmark button on Page or Report, but unfortunately we dont have this button in the report, so you can not book mark this report.
TMAC54 60 on at

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RE: Customer Statement

Thank you Nitin, Yes that did answer my question, is there a way to bookmark this?
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Nitin Verma 21,091 Super User 2024 Season 1 on at

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RE: Customer Statement

Hi,

Please try to to find it from customer List.

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