Customer List

System Location: Tables > Customers

This list is used to print the billing and shipping address information for Customer Table Items entered in JobBOSS2. The report is sorted by Customer Code.

ClosedAccessing the Report
  1. Click the Settings button.Settings_Button
  2. Open the Tables drop down menu.
  3. Select Customers.
  4. Click Print.PrintButton
  5. Select Customer Lists.

  6. Apply the desired filters.

  7. Click Generate Report.

For more information see Generating Reports in JobBOSS2.

ClosedAvailable Filters

The following filters and report options are available for use on Customer Lists:

Customer List Filters

Refining Report Results

Click the link above to view various ways to refine report results in a new tab / window.

ClosedReport Details

This report contains the following information:

  • Customer Code
  • Company Name
  • Address (billing and Shipping)
  • Credit Limit
  • Account Status
  • Work Code
  • Sales ID
  • Terms Code
  • Territory
  • Last Activity

Customer_List