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emh59
Level 2

Error when creating customer statements

If you bothered to read our earlier posts, we have reached out to the customer support team. I do it every month when I run statements and it takes me close to an hour to select the customers I need to print.  Before this "update", it took about 10 minutes. IT DOESN'T WORK LIKE IT USED TO!!!

Sickler
Level 3

Error when creating customer statements

Not sure if you are talking to me or support.  I am well aware that it does not work, and NO ONE IS LISTENING.

Sickler
Level 3

Error when creating customer statements

For anyone who has read my previous posts, yes this is a total waste of time.  I believe and it is only my opinion they are not going to fix this problem for whatever reason they have. It is unfortunate, and by this thread should tell them that this is extremely unacceptable, but yet here we are years into it. 

Sickler
Level 3

Error when creating customer statements

No

emh59
Level 2

Error when creating customer statements

Was meant for support.

Sickler
Level 3

Error when creating customer statements

Thank you.

Angela412
Level 2

Error when creating customer statements

The workaround that seems to be working is under each Customer, Additional Info, Customer Type then assign them a type . assuming you don't really use that feature?  If you have more than the 4500 it won't let you run statement like it used to however if you assign current customers a type in here then try to run statements limited to that "Type" it should allow you to do that.

 

I know a bunch of people been having this issue. . Does everyone utilize the Customer Type field for something?  Can you limit your statement runs by customer type?  Perhaps create a new customer type so can run statements like it used to ?  I know P.I.T.A but maybe something to try .

 

Good luck !!

BisHeat
Level 2

Error when creating customer statements

We use our customer type for other reasons already.

This solution makes no sense.

If we have to change the customer type for all customers that need a statement, and then have to change them back and again next month, this would create even more work on our end.

Angela412
Level 2

Error when creating customer statements

Well yes obviously if you are already using it for something else then that work around won't work.  If someone is not currently utilizing that for anything then perhaps is a valid work around.  That is the fix I came up with for us.  lol  Obviously it's not going to work for everyone.

TheBigKahuna
Level 1

Error when creating customer statements

My "workaround" has been to go through my customer list (one time) and label customer type:

Name: A-H
Name I-O

Name ame P-Z

 

This will then cause you to run it. Obviously you will have to clear "customer type" 

 

Obviously this is not a solution, nor is it effective. I have to limp along what is supposed to be enterprise grade software...

Silly that we have to make this company work to earn it's money. What a shame. /s

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