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Page Revision: Mon, 13 Apr 2009 15:43

Table of Contents [Hide/Show] Default Menu Location General Description Filters

Default Menu Location¶

Reports >> Address Book >> Organization Report

Click here for a screenshot

General Description¶

Organization Reports screen generates information about a company and its affiliated organization. An affiliated company could be a customer or a vendor depending on the attributes.

Filters¶

Organization Name: The name of the company you want to look for.

From this screen you can choose to include or omit the following information on the report:

Organization Report screen with the Attributes Option

• Address Line
  

• Contact Person
  

• Contact Information
  

• Parent Organization
  

• Child Organization
  

• People
  

• Attributes Line
  

• Salesperson
  

• Account Manager
  

• Accounting Links