Customer Addresses And Contacts
Overview
Customer Addresses And Contacts
Module: Dafater Selling
Report Type: Query Report
Based on: Customer records
Overview – What This Report Provides
The Customer Addresses And Contacts report gives a consolidated view of where your customers are located and who to contact within each customer organization. It combines customer master data with address and contact details into a single, easy-to-review report.
This report helps businesses ensure that communication, billing, delivery, and relationship management activities are supported by accurate and up-to-date customer information.
When and Why to Use This Report
You should use this report when you need to: - Verify customer contact details before sales follow-ups or negotiations - Confirm billing or shipping addresses before invoicing or delivery - Support customer service and relationship management - Plan sales visits, marketing campaigns, or territory management - Clean up or audit customer master data for accuracy and completeness
It is especially valuable before important business activities such as bulk invoicing, contract renewals, delivery planning, or customer outreach campaigns.
Key Columns and Their Business Meaning
While column names may vary slightly, the report typically includes:
Customer Information
- Customer Name – The official business or individual name of the customer.
- Customer Group – The segment or category the customer belongs to (e.g., Retail, Corporate, Wholesale).
- Territory – The geographic or sales region assigned to the customer.
Address Details
- Address Title / Type – Identifies whether the address is Billing, Shipping, or a general address.
- Address Line 1 & 2 – Street-level address details for delivery or billing.
- City / State / Country / Postal Code – Location details used for logistics, taxation, and regional analysis.
Contact Details
- Contact Person – The primary or secondary person to communicate with.
- Phone / Mobile – Direct contact numbers for faster communication.
- Email Address – Used for invoices, quotations, statements, and official communication.
These columns help teams quickly understand who to contact and where to send documents or goods.
Available Filters and Their Business Purpose
Common filters in this report include:
- Customer – Focus on a specific customer for review or verification.
- Customer Group – Analyze contacts and addresses for a specific business segment.
- Territory – Review customers and contacts within a particular sales or geographic region.
- City / State / Country – Support location-based planning and logistics decisions.
- Address Type (Billing / Shipping) – Ensure the correct address is used for financial or delivery activities.
These filters allow users to narrow down the data to what matters most for a specific business task.
How to Interpret the Results for Business Decisions
- Incomplete contact details may indicate a risk to delayed communication, invoicing, or collections.
- Multiple addresses for one customer can signal the need to confirm the correct billing or shipping location.
- Outdated phone numbers or emails highlight the need for customer data maintenance.
- Geographic concentration of customers can help sales and marketing teams plan regional strategies.
By reviewing this report regularly, businesses can improve operational efficiency and customer satisfaction.
Common Use Cases and Scenarios
- Sales Teams use it before customer visits or follow-ups to ensure they contact the right person.
- Finance Teams rely on it to confirm billing addresses before issuing invoices or statements.
- Logistics Teams check shipping addresses to avoid delivery errors.
- Customer Support Teams use it to quickly identify the right contact for issue resolution.
- Management reviews it to assess customer coverage across regions and segments.
Business Value Summary
The Customer Addresses And Contacts report acts as a single source of truth for customer communication and location data. It reduces errors, improves coordination across teams, and ensures that every customer interaction is based on accurate and reliable information.
Report Information
- Module: Dafater Selling
- Related DocType: Customer
- Report Type: Query Report
- Standard: Yes