Company List

[artadot]

I am trying to create a list of companies with their addresses. We have a new salesman and this would beneficial to him. Does anyone have any suggestions?

[timbre4]

I would suggest 'Customer List by Company' under the Client tab in Reports. It does also include vehicle details for each.

[artadot]

yes, it does have the vehicles listed which makes it a very large report. I was looking for something not so detailed. Just company name and address, even the phone number isn't necessary.

[Silky7]

I'd suggest using the Mail Merge under the Follow Up reports. Open the .csv in Excel or other open source office application, and you can easily pick out Companies with their addresses/phones.

[artadot]

Thanks so much, that got me everything I wanted.