Customer Name Change Audit

Created by Migration Bot, Modified on Fri, 23 Oct at 11:26 AM by Migration Bot

Originally written by John Hardwick, last updated Apr 08, 2024, on the Swan Retail knowledge base (FRS).

Part of: Sales Reports


This report lists changes made to customer's name (initials / first name and last / surname) providing an audit of who changed what when.

image-20240408-075859.png

Crystal Report name Customer Name Change Audit 1

The customer’s current name is shown as a header (with the blue background).

Previous names along with the date & time of change and operator are shown with an alternating white/grey background below.

Selection Criteria

Run time choices, user selectable.

  • Date Range

Print Sequence

As indicated by blue numbered squares in the report example.

1 Customer’s ID

2 Date of Change

Report Totals

As indicated by yellow numbered squares in the report example.

  • There are none.

Printed Fields

Fields printed on the report.

  • Customer

    • ID

    • Initial / First Name

    • Surname / Last Name

    • Date and time of change

    • Name of person responsible for the name change.

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