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Customer Notes
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Last modified on 8/11/2014 5:37 PM by User.

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Customer Notes

Overview

Customer Notes is a reporting field added to the New Customizable Quote Listing tool.  This field will print a dash to distinguish the beginning of each note, then the Distributor Name and the note.  Each in their own row.

To create a report with this field, begin with the following process.

From the Projects section of OASIS, click Reports, then select the New Customizable Quote Listing to open the Report Builder window.

The Report Builder provides you with the following options for designing your report:

 

  • Selection
  • Grouping
  • Sort
  • Filter
  • Layout