Home » Categories » 02. Shop Management 5.9 Legacy

Cust Followup Calling Report

Go to Reports - Followup tab, double click any report entry (FL) to get to Followup tabs. Change selector and set date range as shown with #4. Click Search.


The results are listed; click on Print.



Select Print Customer List then click Continue.



Select Sorting method and click Print (preview to screen)



This will generate the "report" with the service details that you need to call customers about recent work performed at your shop. This example is sorted by Invoice Date.




0 (0)
Article Rating (No Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
Change the Order of Line Items on Order Screen
Viewed 5072 times since Fri, Jan 2, 2009
No ODBC Data Source / 3031 Error
Viewed 1154 times since Tue, Oct 29, 2013
Install 5.x Shop Mgmt Training Videos
Viewed 1097 times since Wed, Nov 18, 2009
How To Create/Restore Active Field Highlighting in Mgmt
Viewed 1563 times since Tue, Jan 3, 2012
Top 25 Reports Defined
Viewed 5362 times since Thu, Jul 26, 2012
How Do I Add/Edit Payment Types?
Viewed 6074 times since Wed, Jun 25, 2008
Verifying the Manager Update Has Been Run
Viewed 661 times since Mon, Jan 6, 2014