Contact Reports

There may be times when you want to take a look at all the information you have on a contact. ConvallisCRM can be used to produce these reports and this guide will show you how.

1. Select a contact.
2. Select View Report (Below Contact Tasks).
3. Constrain on the date range by ticking the box.
4. Select the date range.
5. Tick what extra sections you want to see.
6. Click Ok to proceed.

1. Contact details
2. Notes
3. Categories
4. Mailing Lists
5. Account Manager
6. Personal Information
7. Touches*
8. Tasks*
9. Calendar*
10. Sales*

* These are the extra sections, all others are in the report by default.