The Customer Contact Report shows customers and prospects with completed CRM activity for a selected sales rep.
What this report is for
Use Customer Contact Report to review which companies a user has contacted and whether customers ordered after the first completed activity.
Screen path
Dashboard > CRM > Reports > Customer Contact Report
Filter
| Filter | Purpose |
|---|---|
Sales Rep |
Select one user or All Users. The report defaults to the current user when available. |
Changing the user reloads the report.
Report columns
| Column | Meaning |
|---|---|
Customer Code |
Customer code for customer rows. Prospect rows do not have a customer code. |
Company Name |
Customer or prospect company. Click to open the detail record. |
City/ST |
Primary customer city and state when available. |
Last Activity Date |
Most recent completed CRM activity date for the selected user filter. |
Last Order Date |
Most recent Sales Order date for customer rows. |
Ordered Since First Activity |
Whether the customer has an order dated on or after the first completed activity. |
Copy and detail actions
Use Copy for Excel to copy the report rows as tab-separated text.
Click a company name to open the related customer or prospect detail record.
What happens behind the scenes
The report reads completed CRM activities.
Customer rows are based on completed activities linked to customers. Prospect rows are based on completed activities linked to prospects.
When a sales rep is selected, the report filters activities by the user who created them.
For customer rows, PAX also checks customer addresses and the latest Sales Order date to calculate Ordered Since First Activity.
Opening a customer or prospect detail record from the report does not change data unless a user saves edits inside that detail screen.
Troubleshooting
A company is missing
Likely cause: The company does not have a completed CRM activity for the selected user.
Safe fix: Change Sales Rep to All Users, or review the company's activity history.
Contact support if: Completed activities exist but the company is missing.
Ordered Since First Activity is No
Likely cause: No Sales Order was found on or after the first completed activity date.
Safe fix: Review the customer order history if an order is expected.
Contact support if: The customer has an order after first activity but the report still shows No.
Copy for Excel does not work
Likely cause: Browser clipboard permission may be blocked.
Safe fix: Allow clipboard access for PAX and try again.
Contact support if: Clipboard access is allowed but copying still fails.