Originally written by John Hardwick, last updated Jun 14, 2023, on the Swan Retail knowledge base (FRS).
Part of: Management Reports
This report is designed to provide a list of customers with notes matching the selected keyword recorded against a specific event. For example, all customers with the word ‘upset’ added to a note.
Crystal report name Customer Event Audit 2
This output is designed to be used as an import to a spreadsheet and as such may not be presented on screen as viewed in a spreadsheet.
Selection Criteria
Run time choices, user selectable.
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Keyword Search
Specify the word or text to be searched for in the ‘notes narrative’
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From Date
include notes entered on or after the specified date
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Event Type
Use the filter to restrict the type of event to be considered.
The event is maintained within the Set Up Service Events
Print Sequence
As indicated by blue numbered squares in the report example.
1 Note Date
Report Totals
As indicated by yellow numbered squares in the report example.
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There are none
Printed Fields
Fields printed on the report.
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Customer Title
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Customer Initials
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Customer Surname
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Event Created Date
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Customer’s Telephone Number
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Daytime Telephone Number
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Mobile / Cell
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Email Address
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Customer ID
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Name Of Operator (Note Creator)
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Note
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Customer Type (levels 1 to 6)
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