Is there a customer report that also shows the price level the customer is on?

Rachel_7689706
Rachel_7689706 Member Posts: 27 Novice Member Novice Member
edited October 11 in Accounts Hosted
Am looking for a customer report that also shows what price level list customers have assigned to them. Is this possible in Hosted? Any help greatly appreciated. Thanks

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  • Linda Benfield
    Linda Benfield Member Posts: 75 Reckoner Reckoner
    edited April 2018

    Hi Rachel,

    An alternative to trying to use reports for Customers and Price Levels (I could not find one after a quick look) is to export the Customer list to .iif file, download from Q drive and open Excel.(remember to choose all file types when navigating to downloads after opening Excel)

    Price Level is the very last Column.

    The great thing about extracting the data this way is that you can hide the columns you don't need and update your client base price levels, un-hide the columns then upload back into Hosted. (note: create new price levels and apply to at least one client prior to export so you can copy and paste).

    Way quicker that clicking on each client.

    Linda

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