Accounts Receivable - Salesperson Call List



The Salesperson Call List task creates a report of all overdue balances filtered by Salesperson. This report is handy to create to highlight customers perhaps needing to be contacted for payment updates.


=> To access this task...

Select Salesperson Call List  from the Reports menu.


Salesperson Call List


About the Fields


In the Beginning/Ending Salesperson field...

  • Enter the number of the first/last salesperson to be included in the report.

  • Press [Tab] or [Return] to begin/end with the first/last salesperson on file.

  • Click Click to select from a list of all valid salespeople.

Page Break? checkbox...

  • Mark the box to create the report with each salesperson on a separate page.

  • Unmark the box to create a listing with all selected salespeople.

When done making selections...

  • Click Run Process button to proceed with creating the call report

  • Click Clear Form button to clear entries and begin again.

Sample Salesperson Call List


See Output Options.



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