CONTENT
01. OVERVIEW
This report issues the customer history regarding sales and reputation. The report displays, per customer, the value of accrued acquisitions, the date of first and last acquisition, the value of the biggest acquisition, the highest balance, the average of delays, the biggest delay, the credit limit, and the risk degree.
Note
This routine was adjusted to comply with the General Personal Data Protection Law (Statute no. 13.70), so that some fields containing data regarded as sensitive and/or personal are blurred, becoming illegible.
02. PROCEDURES
To issue the customer history:
- In Customer History, click Parameters.
- Configure them according to the field help instructions.
- Check data and confirm the procedure.
- Configure printing.
- Check configurations and confirm printing.
03. SEE ALSO
Visão Geral
Import HTML Content
Conteúdo das Ferramentas
Tarefas