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Customer Statement

Posted on by 60

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

My questions this time is when I am in here

pastedimage1658969577549v1.png

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

pastedimage1658969665032v2.png

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

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,023 Moderator on at
    RE: Customer Statement

    Great.

  • TMAC54 Profile Picture
    TMAC54 60 on at
    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

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,023 Moderator on at
    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.

    pastedimage1658974908233v1.png

  • TMAC54 Profile Picture
    TMAC54 60 on at
    RE: Customer Statement

    Thank you Nitin, Yes that  did answer my question, is there a way to bookmark this?

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,023 Moderator on at
    RE: Customer Statement

    Hi,

    Please try to to find it from customer List.

    pastedimage1658971457946v1.png

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