is there away you can make key customer accounts on reckon account enterprise 2014 edition

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Caleb Donald_8336184
Caleb Donald_8336184 Member Posts: 25 ✭
edited September 2020 in Reckon Accounts (Desktop)

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  • Caleb Donald_8336184
    Caleb Donald_8336184 Member Posts: 25 ✭
    edited August 2016
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    We are trying to mark key customers so we can pull up a report easy to see if their buying has dropped or if they have stopped buying etc. 
  • Jason Hollis
    Jason Hollis Alumni Posts: 516 Reckon Staff
    edited September 2020
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    Best to use a filter not a txt box Caleb, so try CUSTOMER TYPE or JOB TYPE. Then you can filter the reports appropriately.

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