Generating a report showing all types of phone numbers and email addresses
In Practice Manager, you may wish to generate a report on all Phone or Email types attached to your clients.
As there is currently no report that displays a list of all Phone types in AE or AO, we've created the following spreadsheets to generate the list for you in Microsoft Excel.
This spreadsheet is designed to provide basic information catering for a broad range of requirements. If changes are needed to the spreadsheet, they may be undertaken as a chargeable service, in the same way as report customisations.
Report | Description | |
---|---|---|
Accountants Office (AO) | AO All PhoneTypes.xls | Includes the contact/client name, the phone number type and the number. The spreadsheet is designed for the default database name of AODB1. |
Accountants Enterprise (AE) | All PhoneTypes.xls | Includes the contact/client name, the phone number type and the number |
All Client Phone Numbers by Client Code by Department showing if client closed.xls | Includes the client code, client name, the phone number type, the number, the department that the client belongs to and if the client is closed, the date it was closed. |