A simple report to extract contact persons from the CRM with several options for filtering the information through search criteria. All of this information can be found and edited on the contact person and/or company card in the CRM because the contact person always has a connection to a company.
Note that the Invoiced in period criteria will include all companies which have been invoiced in the selected period.
| Title | Description |
|---|---|
| Corporation | Fetches all contact persons where the corporation is connected to the company. |
| Department group | Fetches all contact persons where the department group is connected to the company. |
| Department (company) | Fetches all contact persons where the department is connected to the company. |
| Department (contact person) | Fetches all contact persons where the department is connected to the contact person. |
| Co-worker (company) | Fetches all contact persons where the co-worker is connected to the company. |
| Co-worker (contact person) | Fetches all contact persons where the co-worker is connected to the contact person. |
Below is a description of each column in the report.
| Title | Description |
|---|---|
| Customer no. | Customer number. |
| Company | Company name. |
| Contact person | Contact person name. |
| Title | Contact person title. |
| Contact person email. | |
| Newsletter | If the contact person wants to receive a newsletter. |
| Mobile phone | Contact person mobile phone. |
| Office phone | Contact person office phone. |
| Home phone | Contact person home phone. |
| Address 1 | The company’s first address line as set by the address criteria. |
| Address 2 | The company’s second address line as set by the address criteria. |
| Postal code | The company’s postal code as set by the address criteria. |
| City | The company’s city as set by the address criteria. |
| Country | The company’s country as set by the address criteria. |
| Department connected to company | What department is connected to the company. |
