Sales > Contact Manager > CM-B-B Print Accounts Listing

CM-B-B Print Accounts Listing/Labels

Purpose of Program

Use this program to get a listing of accounts, along with selected fields from the accounts' master records, including the acct code, company name, state, zip, contact 1, telephone, Rep, SIC code, customer switch, lead source, and territory. You can optionally print remarks. Also use this program to generate FAX or email lists in text format for broadcasting or generating mailing labels for a list of accounts.

General Program Operation

Enter a Selection ID, which is user defined, along with a description. Your mailing list selections will be saved in a selection history database, keyed to this code. If you ever want to print a list using this exact same set of selections again, all you have to do is enter the selection code and your prior selections will fill the screen.

Enter the Date as a reference.

Select a report type based on the desired contents of the output. Choose the primary sort field for the output and whether to generate a report or labels.

Enter from/thru ranges of account codes, states, zip codes, SIC codes, lead sources, start dates, and territory codes as well as other selection filters.

Next, you can enter a first group of up to 18 individual class codes from the class file for inclusion in the list. Any account that has any of these codes will be included in the list. If you leave them all blank, all class codes will be selected.

You can then enter another group of up to 18 class codes which limits the names selected from the first group. Only those of the first group that have all the class codes entered in the second group will be selected.

You can limit the list to just customers or you can exclude customers from the list, or by setting both customer fields to Y, customers will be included the same as any other account as long as they meet the previous selection criteria.