📝 How to run a selection to return Account Codes associated to a Customer record?

Question

How to run a selection to return Account Codes associated to a Customer record?

Answer

You can create a selections to show Account codes that are associated to a Customer Record by going to CRM > Selections > Search.

Click into the 'Choose Fields To Search' box, this is where you choose what information you would like your Selection Report to search for. In this case, you will need to single click into the Customer Information Expanding List and double click on 'Account Number'. This will pull this field to the right hand side of the screen, single click on this and from the drop down select 'Not Equal To' then, click 'Add'.

In the Company Structure box, you can select the level that you would like this Report to be ran at. 

After you have selected this, click 'Accept'.

Then, you will need to click into the 'Choose Fields To Display' box. This is where you choose all the fields that you would like to display on the report. Click into the expanding lists and you can select any of these options to show on the Selection Report. The order which you chose these options in are the order that they will display in on the report. You can select as many of these options as you need.

In this case, single click into the Template fields an double slick on 'Customer Summary'. Now Single click into Customer Information and then double click on 'Account Number', now click Accept.

Then, click 'Search' and your Selections Report has been created.