I am battling to configure the customer details report.
My customer base is fairly static, yet contact (and address details) change quite frequently. Within Solar Accounts, I regularly up-date customer details (as my "master" copy) and perhaps once per month export the report to MS .XLS format, for use in mail merge applications.
As a new user, and having successfully exported the report and used it for mail merge twice previously, I now find I cannot configure the report to exclude the likes of phone numbers, from a customer mailing list.
What am I doing wrong ? (otherwise a great accounting system - thanks)
Hello Colin,
Unfortunately the Customer Details report is not configurable - it will always include the customer phone number. An alternative to exporting this report is to click menu File > Export To > Comma Separated CSV files. Then select only 'Customers' and click Export. You should be able to use the resulting CSV file in your mail merge application.
Regards,
