i could’t find any report asociated with customer / supplier summary. There is some kind of form when you go to particular customer and click on the links (too long loading). This will be very usefull report when we have meeting with particular customer. In that summary should be:
values from link
previous meeting with that customer (add in meeting app)
trial balance for party (summary), and other usefull data from finance
With this kind of report we will be ready for meeting with customer / supplier in a minute. Just print the report.
As per the current design, communication among parties are tracked in the Communication master. You can also updated meeting log as a Comment in the Customer master.
If you are using another doctype for updating meeting details, then you can create a custom report on this Doctype and apply filter on Customer.