How do I create a report containing the contact details for all the people that work for our customers?
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How do I create a report containing the contact details for all people that work for our customers?
Total Posts: 258
Joined: 01-18-2011
You need to create a people report and include the fields you need (for example, Person Name, Email Address and so on). Then you need to apply the right criteria to only select those people who are employed by a supplier to your company.
You can achieve this by following these steps:
-
Start > New > Report > A new blank report > People
-
Columns
-
Person name
-
Employer
-
etc
-
-
Criteria
-
Employer
Suppliers Is Own Organisation - is true
-
Posted by: Support on Wed, 19/01/2011 - 10:04 permalink
You need to create a people report and include the fields you need (for example, Person Name, Email Address and so on). Then you need to apply the right criteria to only select those people who are employed by a supplier to your company.
You can achieve this by following these steps:
Start > New > Report > A new blank report > People
Columns
Person name
Employer
etc
Criteria
Employer
Suppliers 
Is Own Organisation - is true