CM-B-J  Print Telephone Listing

Purpose of Program

Use this report to get a listing of account telephone numbers.  The report shows the account code, company name, primary contact, telephone number, fax number, account Rep, and customer switch.

The accounts can be selected via the same selection criteria and database used by lists and mailing labels.

General Program Operation

Enter a Selection ID code, which is user defined, along with a description.  Your list selections will be saved in a selection history database, keyed to this code.  If you ever want to print the telephone listing 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. If you wish to restrict the telephone listing to a certain Rep's accounts, enter a from/thru range of Rep codes; otherwise leave the Rep fields blank.

Next, you can enter a first group of up to 20 individual class codes from the class file for inclusion in the mailing 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 20 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 optionally enter a single key date code and a from/thru range of key dates, as well as a follow-up code and range of dates.  You can then enter from/thru ranges of account codes, states, zip codes, SIC codes, lead sources, start dates, and territory codes.  You can limit the telephone listing to just customers or you can exclude customers from the mailing, or by setting both customer fields to N, customers will be included the same as any other account as long as they meet the previous selection criteria.