Reading and interpreting the Customer Contact List report

The Customer Contact List report is a directory of your customer base with their contact and business details. Understanding what each column represents helps you use this data for sales outreach, marketing campaigns, and customer service.

What the report shows

The Customer Contact List displays one row per customer. Each row contains:

• Customer Name: the name of the customer or business.
• Contact Person: the primary contact individual (if applicable).
• Phone Number: primary phone contact.
• Email Address: primary email contact.
• City/Region: the customer's location.
• Business Type: the industry or classification (e.g., Retail, Wholesale, Healthcare).
• Customer Status: active, inactive, or archived.
• Balance: the customer's current account balance (outstanding payments owed or advances on account).

How it works in Usystems

When you create a customer in Contacts → Customers, Usystems stores all the information you provide (name, email, phone, address, etc.). The Customer Contact List report pulls this data and displays it in a sortable, filterable table. This allows you to:

• Review your entire customer database at a glance.
• Identify gaps in customer information (missing emails or phone numbers).
• Segment customers by region or business type for targeted outreach.
• Track which customers are active and which are archived.

What to look for

• Contact completeness: check if all customers have email addresses and phone numbers. If critical information is missing, update those records.
• Customer balance: look at the balance column to quickly identify customers who owe money (positive balance) or have advance deposits (negative balance).
• Geographic distribution: if you notice most customers are in one region, you may have an opportunity to expand sales in other areas.
• Inactive customers: archived or inactive customers should not be included in marketing campaigns or sales outreach. Use the status filter to exclude them.

Where you see it in Usystems

Access the Customer Contact List report at Reports → Customer Contact List Report. Open in Usystems

You can also view individual customer details by going to Contacts → Customers and clicking on a specific customer name. Open in Usystems