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Page Revision: Mon, 13 Apr 2009 15:39

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

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/Buttons¶

ID: The company ID

Company: The company name

Address: The company address

Mailing Address: The mailing address for the company

Email: The contact email for the company

Webpage: The company website

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