Address Book Reporting

For reporting, the Address Book system enables you to define how you sort and classify information. You can customize reports to meet your needs by creating and organizing user-defined information and then attaching that information to address book records. With user-defined information, you can define:

  • Up to 30 address book category codes for tracking and reporting information about addresses. For example, you can sort suppliers by salesperson for one report and by region for another report.

  • Up to 10 who's who category codes to identify individuals, such as billing contacts, executives, and sales contacts, who are associated with specific company address book records.

  • Up to 10 contact information category codes that you can use to further categorize who's who entries.

  • Up to five related person category codes to group entries for related persons.

You can also customize reports to produce mailing lists, labels, and so on