Weekly CP System Updates
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      1. Compliance Publishing Support
      2. Weekly CP System Updates

      CUSTOMER LIST HELPS CLASSIFY AND MANAGE CUSTOMERS (7/15/2021)

      EXTENSIVE CUSTOMER PROFILE INFORMATION IS STORED FOR EACH CUSTOMER. THIS INFORMATION CAN BE USED FOR REPORTING PURPOSES THROUGHOUT THE SYSTEM

      CUSTOMER LIST SPREADSHEET NOW INCLUDES

      ▪ Reporting Groups
      ▪ Industry Codes
      ▪ Billing Groups
      ▪ Salesperson
      Customer List102020 1

      Customer List Generation Screen
      Customer Report 07142021 2

      Customer List
      Customer Report 07142021 3

      Customer Settings

      ▪ Reporting Groups are affiliate designated customers which frequently are analyzed together
      ▪ Industry Codes are standard values for key industries
      Customer Report 07142021 4

      Billing Settings

      ▪ Billing Groups are customers billed together on one consolidated invoice
      ▪ Salesperson is the person responsible for managing the customer

      CUSTOMER LIST CAN BE SORTED BASED ON MULTIPLE CRITERIA TO REVIEW AND ANALYZE THE SETUP OF THE CUSTOMER DATA IN COMPLIANCE PUBLISHING