The Prospects List allows you to list all individuals and companies you marked as prospects.
Options
Select the Options button to determine the data criteria for the reports you want to see or print. For this report Sage 50 displays the following filter options:
- Sort by: You can sort by prospect ID or prospect name.
- Select a filter: First, select a filter on the left. Then, define the options for that filter on the right. The options differ based on the filter selected. Tell me about the types of filter options.
Note: You can filter this report by customizable fields for customers.
Columns
Select the Columns link to choose which data fields to include and where the columns break on your report. Tell me more about choosing report fields.
Fonts
Select the Fonts link to set the font styles for the heading and body of the report. You can also have the titles of the report show special codes, such as the current period, today's date, an as-of date, and the company name. Tell me more about formatting reports.