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#1 Posted : Sunday, September 14, 2014 6:49:17 PM(UTC)
Rank: Administration

Posts: 337

Contact Detail Report
Create a campaign
The Contact Detail Report is an on-screen report that you can run from the Contact General tab to consolidate information from various tabs giving you a complete picture of your contact’s status in a single comprehensive report.
  • Contact pipeline management fields
  • Contact information (phones, e-mails, etc.)
  • Loan Scenarios
  • Loans
  • Notes
  • Activities

This report can be printed, exported, or e-mailed and is also available from the Contact Finder screen, allowing you to select a targeted list of key contacts that you’d like to take with you on paper.
Contact Detail Report
(Figure 1: Contact Detail Report)
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