There is no report that currently tells me in a simple format which customers have which price level list. I have to double click on each customer, go to the additional info tab and look to see that or create a custom field and type it in there, because the custom fields can be chosen. Even when I export the whole customer list it provides lots of the details on that tab but not the price level list.
Due to a code limitation we are unfortunately unable to include this information in reports. A KB article was established some time ago to provide a solution that bypasses the code limitations. Please see http://kb.reckon.com.au//issue_view.asp?ID=4023
Hi there - when you run a Customer Contact List - you can choose to display the Price Level on this report?