GP10 - How can we generate a list of Customer Notes

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Hello,

Is there a way to either generate a smartlist of customers who have notes on their customer card, or generate a list (smartlist or other) at least identifying which customers have notes?

We want to review the information in this field and looking for the best way.

Thank you for your suggestions.

Maria.

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Answers (1)

Mahmoud Saadi 32,738 on at

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RE: GP10 - How can we generate a list of Customer Notes

You are most welcome Frandz
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RE: GP10 - How can we generate a list of Customer Notes

Awesome. Thank you very much !!

(I wasn't sure which table the actual note was stored in).
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Mahmoud Saadi 32,738 on at

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RE: GP10 - How can we generate a list of Customer Notes

Pretty simple and straight forward script can get you to this piece of information.

-- The script below will retrieve the customers with notes only. In case the customer doesn't have an associated note, it won't be retrieved by the script below.

CREATE VIEW Customer_Notes AS
SELECT A.CUSTNMBR AS Customer_Number ,
        A.CUSTNAME AS Customer_Name ,
        A.CUSTCLAS AS Customer_Class ,
        A.STMTNAME AS Statement_Name ,
        A.SHRTNAME AS Short_Name ,
        A.ADDRESS1 AS Customer_Address ,
        A.COUNTRY AS Country ,
        A.CITY AS City ,
        ISNULL(CONVERT(VARCHAR(MAX),B.TXTFIELD), '') AS Note
FROM    dbo.RM00101 AS A
        LEFT OUTER JOIN SY03900 AS B ON A.NOTEINDX = B.NOTEINDX
       WHERE ISNULL(CONVERT(VARCHAR(MAX),B.TXTFIELD), '') <> ''
GO

GRANT SELECT ON Customer_Notes TO DYNGRP

Once you create the view, you can proceed either with the smart list builder, designer.