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AR > Customer Reports > Customer Notes 

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  • Starting and Ending Customer - Choose a range of customers to be included in this report.  This parameter has a list function that will allow you to create a custom list and save it.
  • Starting and Ending Date – you can choose the date range that these notes were created in.  Every time a note gets created in an AR module the user and the date is recorded.  The pull down menu will give you a range of dates to speed typing.
  • Include – these are the note sources from the AR menu, you can include or exclude based on what you check.

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