How to use the Customers report

The Customers report in VOGSY lists all organizations identified as customers in your system. It provides essential details to help you manage customer records, track account responsibilities, and support invoicing and communication efforts.

This report is particularly useful for:

Maintaining a centralized customer database
Supporting billing and invoicing processes
Segmenting customers by labels or other key attributes

Column descriptions

Name
The name of the customer.
Email
The email address of the customer’s contact person.
Address line 1
The address of the customer.
Address line 2
Additional information about the customer’s address, if necessary.
Address line 3
Additional information about the customer’s address, if necessary.
Address line 4
Additional information about the customer’s address, if necessary.
Address line 5
Additional information about the customer’s address, if necessary.
Name contact
The name of the customer’s contact person.
Phone number
The contact person’s phone number.
Website
The URL of the customer’s website.
Account manager
The name of the account manager in your company responsible for this customer.
Industry
The industry category assigned to this customer.
Source
Indicates how or where the customer originated.
Sales tax number
A unique identifier assigned to the customer by its government.
Name invoice address
The customer’s name that will appear on the invoice.
Email invoice
The customer’s contact person's email address will appear on the invoice.
Attn invoice
The name of the customer’s contact person that will appear on the invoice.
Address invoice
The customer’s street address that will be printed on the invoice.
Zipcode invoice
The customer’s zip code that will be printed on the invoice.
City invoice
The customer’s city of residence that will appear on the invoice.
Country invoice
The customer’s country of residence that will appear on the invoice.
Labels customer
All the labels that are attached to this customer