Contact Reports are available in MRSweb. You can run the reports from a selected Company or Individual.
Here's how to open a report:
The Contact Report opens:
Customer Reports are available in MRSweb. You can run the reports from a selected Customer.
Option 1, Option 2A, Option 2B:
The steps are the same as the steps shown above on how to open a Company or Individual report. The only difference is the first few steps: 1. Click or tap on "Customers"
2. Click or tap on "Active Customers"
3. Select your view style
4. Select the Customer (in the example, we selected Alpine Paper - Walterville)
Repeat all other steps
Ready for the next lesson?
Continue through the structured MRSweb online training curriculum.