The Account List can be used as a reference document, recording the accounts (carriers) for each route. The list will print by district, and then by route.
Select Account List from the Account menu to display the Account List window.
Click Add and complete the following fields.
PRODUCT
setup
Enter the product for which to print an account list (type “*” to multi-select products).
SELECTION TYPE
predefined
Indicate whether this report should include particular districts, zones, regions, or areas. Enter All to include all areas.
SELECTION
setup
Enter the district, zone, region or area (depending on what type is entered above) to include, or enter “*” to multi-select. If you entered “All” above, this field will be skipped.
ROUTE TYPE
predefined
Specify whether single copy or home delivery routes should be included, or both.
CONTRACT START DATE /CONTRACT END DATE
date
Enter a start date and end date if you want the report to include only those accounts with contract review dates within the date range.
GENERATE TASKS
yes/no
Select this checkbox if you want tasks to be generated for all of the accounts that appear on the report. This feature is intended to facilitate the process of contacting accounts whose contracts need to be reviewed. Note: This checkbox will be active only when Account List tasks have been set up.
Click OK and then Continue to produce the report.
