web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer Statement
Small and medium business | Business Central, N...
Answered

Customer Statement

(0) ShareShare
ReportReport
Posted on by TMAC54 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

I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,698 Moderator on at

    Hi,

    Please try to to find it from customer List.

    pastedimage1658971457946v1.png

  • TMAC54 Profile Picture
    TMAC54 60 on at

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

  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,698 Moderator on at

    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

    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 21,698 Moderator on at

    Great.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > Small and medium business | Business Central, NAV, RMS

#1
OussamaSabbouh Profile Picture

OussamaSabbouh 3,143

#2
Jainam M. Kothari Profile Picture

Jainam M. Kothari 1,694 Super User 2025 Season 2

#3
YUN ZHU Profile Picture

YUN ZHU 1,067 Super User 2025 Season 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans