Contact - Management Reports

 

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Reports provide valuable information

 

MenuTreeActivityReports1

 

Things To Do Today

 

Things To Do Today lists all open activities with dates equal to or prior to today's date for all customers.

 

 

Activity Scheduled

 

Activity Scheduled lists all activities scheduled beyond today's date for all customers.

 

 

Scheduled Activity by Customer

 

Scheduled Activity by Customer displays a screen requesting a customer name and then displays all open activity scheduled beyond today's date for the specified customer.

 

 

Activity History

 

 

Activity History displays a screen requesting a customer name and then displays all completed activity for the specified customer.