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.