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Subject Author Date
Customer Phone List T 04-22-2008
Posted by T on April 22, 2008, 2:36 pm
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 Does anyone know of a way to get a customer list (without exporting to
Excel) *without* jobs being added? Seems a basic request but all the
lists I look at include lines for all the job names. I've tried filters
but only have the option of all customers/jobs or multiple. Multiple
doesn't work because it won't update when new customers are added to QB.

Posted by Michael on April 22, 2008, 2:49 pm
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 Try Reports>>Customers & Receivables>>Customer Phone List or Customer
Contact List

Michael

> Does anyone know of a way to get a customer list (without exporting to
> Excel) *without* jobs being added? Seems a basic request but all the lists
> I look at include lines for all the job names. I've tried filters but only
> have the option of all customers/jobs or multiple. Multiple doesn't work
> because it won't update when new customers are added to QB.
>




Posted by Beege on April 22, 2008, 4:51 pm
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T wrote:
> Does anyone know of a way to get a customer list (without exporting to
> Excel) *without* jobs being added? Seems a basic request but all the
> lists I look at include lines for all the job names. I've tried filters
> but only have the option of all customers/jobs or multiple. Multiple
> doesn't work because it won't update when new customers are added to QB.

What version are you using?

Can you select the "Modify Report" / Display tab (not filter) and
uncheck the offending column?

Beege

Posted by T on April 22, 2008, 5:08 pm
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Beege wrote:
>
> What version are you using?
>
> Can you select the "Modify Report" / Display tab (not filter) and
> uncheck the offending column?
>
> Beege

This occurs in all of my versions up to 2008. Its not a column issue
unfortunately.

--
Tara

Posted by Golden California Girls on April 22, 2008, 5:42 pm
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T wrote:
> Beege wrote:
>>
>> What version are you using?
>>
>> Can you select the "Modify Report" / Display tab (not filter) and
>> uncheck the offending column?
>>
>> Beege
>
> This occurs in all of my versions up to 2008. Its not a column issue
> unfortunately.

Been one of my peeves for a long time. Unfortunately there isn't a collapse
button on the list and QB seems to insist each job is a different customer. I
don't have a solution.

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