Contacts reporting area
The Contacts reporting area delivers reports that detail all contact (non client) information. The information includes basic name, address and phone details. The reports also include details pertaining to which partners and employees are responsible for the contact. Other extra information can also be reported from this area.
The reports from this area are generally used for marketing purposes, being the basis for mailing lists. The reports from here can also be used to ensure contact details are entered correctly.
Available reports
Report | Description |
|---|---|
Contact details | The Contacts Details reporting area is used to produce reports that contain all information for a contact, including their personal details, all addresses, primary phone numbers and the people within the practice who are responsible for the contact. The reports from this area can be used to verify contact information, they also contain the most field options relating to contact data. This area does not include client information. |
Contact list | The Contact List reporting area is used to produce reports that contain contact information grouped by client office name, department name, client company name or partner. The reports from this area can be used to produce mailing lists. This area does not include client information. |
Contacts and clients | The Contacts and Clients reporting area is used to produce reports containing all information for contact and client records. The reports from this area can be used to verify both contact and client information. |