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Product Ideas

Reports: Customer Since field

Experienced Cover User

24Posts

11Kudos

0Solutions

24 Posts
Experienced Cover User
Australia

We too have been dutifully filling the in the Customer Since field when we set up new cards.  Now that we want to use that data to analyse how many new customers we have set up and when, it is not available for export or on any reports.

 

We can't understand why that field is not at least available for export.

 

Please, please, please add it in to Export fields when the software is updated.

Current Status: Done
Last Changed: March 2018

Hi Everyone

 

With the release of AccountRight 2016.3, you have the option to add in the Cust/Supp Since Column to the Card List Window. As you can export the Card List using the right-click>>Copy to Clipboard option along with adding that column to the window we are marking this particular idea as Implemented. 

 

For more information on the Card List window please see Help Article: The Card List

12 Comments
KateHarp
1 Post
User

I have just tried to do this report showing the customer since and it has still not been added.  This thred started in 2012.  Seems a long time to be develpoing this.  The data is useless for us if it cannot be reported on.


 

Steven_M
45,180 Posts
Former Staff

Hi Everyone

 

With the release of AccountRight 2016.3, you have the option to add in the Cust/Supp Since Column to the Card List Window. As you can export the Card List using the right-click>>Copy to Clipboard option along with adding that column to the window we are marking this particular idea as Implemented. 

 

For more information on the Card List window please see Help Article: The Card List