Report: Customer List

Using this form, you can create a customer list that is filtered by many different criteria (e.g., customer type, status, representative, executive, business unit). This list can then be used to create specific types of Form Letters.

Report Selections

What is this?

Customer Type

Choose the type of customers you want to print on your report. The options are as follows:

Agency customers
Agency prospects
Agency suspects
Broker customers
Broker prospects
Broker suspects

Customers are assigned these options in Customer data entry.

Status

Choose the status of the customers you want to print on your report. The options are as follows:

All
Active (default)
Inactive

Business with Agency

Choose All or one type of business with agency assigned to the customers you want to print on your report. The options are as follows:

All (default)
Benefits
Commercial Lines
Financial Services
Health
Life
Non Property & Casualty
Personal Lines

Target List Exclusion Status

Use this option to restrict the customers that appear on the report to those who have Exclude from Target List checked or unchecked in Customer Setup.

Customer Added On or After

Use this option to type in, or pick from the date picker, a specific date on or after customers were added.

The customer added date field is the date you enter a new customer, or the date you change the status of a prospect or suspect to a customer.

This is helpful if you want to print labels or merge the list with a form letter (e.g., Welcome Letter).

Name Prefix

Use the From and To fields to enter an alphabetical range.

This is helpful if your clients are assigned to CSRs using an alpha split and you want to see the division of work.

Select Customers Assigned To

Fields/Link	What is this?
Executive	Select to include customers for One, Multiple, or All executives.
Representative	Select to include customers for One, Multiple, or All representatives.
Broker	Select to include customers for One, Multiple, or All brokers.
Business Unit	Click to open the Business Unit Selections form to select a specific business unit combination.

Print Cover Page

Allows you to include a cover page listing the selected options included in the report. This option defaults as unchecked.

Description

Accept the default description, or enter a new one that describes the report you are requesting.

Report Fields

Description

Account

The customer name and number.

The number is automatically assigned by AMS360.

Address

The address, city, state, and zip entered for the customer.

Phones

Group/Field	What is this?
Bus	The phone numbers entered for the customer.
Fax
Res
Cel
Pag

Personnel

Group/Field	What is this?
Exec	The personnel assigned to the customer in Customer Information.
Rep
Broker

Business Unit

The Business Unit to which the customer is assigned.

Type

The type assigned to the customer in Customer Information. The options are as follows:

Agency customers
Agency prospects
Agency suspects
Broker customers
Broker prospects
Broker suspects

Status

The customer's current status as set in Customer Information. The options are as follows:

Active
Inactive

Notation

The Notation assigned to the customer in setup. For more information on Notations see Notation Setup.

Multi-Entity

If the customer is a multi-entity customer, then this field appears. Otherwise, it is not visible. The customer value is either a:

Master
Sub-customer

Eml

The email address entered in Customer Information.

Web

The web address entered in Customer Information.

CSV Columns

CSV Columns	Description
Account Number	The customer number. The number is automatically assigned by AMS360.
Status	The customer's current status as set in Customer Information. The options are as follows: Active Inactive
Type	The type assigned to the customer in Customer Information. The options are as follows: Agency customers Agency prospects Agency suspects Broker customers Broker prospects Broker suspects
Target List Exclusion	This column shows whether the customer has, or does not have the Exclude from Target List check box checked in Customer Setup. If the CSV column/field is blank then the Exclude from Target List box in Customer Setup is not checked. If the customer record has the box checked, then "Exclude from Target List" appears in the CSV column/field.
Multi-Entity	If the customer is set up as a multi-entity customer, information in this field will identify the customer as a Master or a Sub-customer. For more information see Workflow: Enter a Multiple Entity Customer and Policy.
Customer - Firm Name	The Firm Name entered for the commercial customer.
Customer - DBA Name	The DBA Name entered for the commercial customer.
Customer - Last name, First name	The Last name, First name entered for the customer.
Address 1	The address, city, state, and zip entered for the customer.
Address 2
City
State
Zip
Business Phone	The phone numbers entered for the customer.
Residence Phone
Fax Phone
Cell Phone
Pager Phone
E-Mail	The email address entered in Customer Information.
Web Address	The web address entered in Customer Information.
Division	The Business Unit to which the customer is assigned.
Branch
Department
Group
Customer Executive	The personnel assigned to the customer in Customer Information.
Customer CSR
Customer Broker
Additional Personnel Type 0 ...8 Additional Personnel Name 0...8
Customer Notation	The Notation assigned to the customer in setup. For more information on Notations see Notation Setup.
Contacts	The name(s) of any Contacts entered in Customer Information.
Dependents	The name(s) of any Dependents entered in Customer Information.
Business Origin	The method by which the policy was originally attained, entered in the Customer Information.
Acquisition	The method by which the customer was originally attained, entered in the Customer Information.