Reviewing your contact information

There are several tools you can use to review your contact information.


Tool	Description	See
To Do List	The Reminders tab in the To Do List displays reminder log entries with reminder dates on or before the current date.	below
Card reports	Card reports give you lists of contact information in several formats.	below
Find Transactions	Find Transactions helps you quickly find all transactions for a contact.	Finding a transaction

To view reminders

1	Click To Do List in any command centre. The To Do List window appears.

2	Click the Reminders tab. A list of all individuals and businesses you need to contact appears.

note : Reminders that fall on a closed day

If the reminder date falls on a day that you have indicated as being closed in the Business Calendar (accessible from the Setup menu), the reminder will appear on the business day prior to the recontact date.

The Overdue column shows how many days have elapsed since the reminder date you specified on the reminder log entry.

To clear a reminder from the list, click in the select column next to the reminder log entry and then click Remove.

To print card reports

1	Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.

2	Click the Card tab. The list of card reports appears.

3	Display or print the report that is appropriate to your needs.

Following is a list of the default information displayed in each report. If required, you can customise the reports to display more or less details (for information on how to customise a report, see ‘Customising reports’).


Report	Description
Card List Summary	A list of your contacts with their phone numbers, current balances and identifiers.
Card List Detail	A list of some of the information contained in your contacts’ cards, including Address 1 and Address 2.
Addresses	The contact name, address and phone number entered for Address 1 in each card.
Card Transactions	A list of the transactions that have been allocated to your contacts for a selected period.
Reminder Log	A list of reminder log entry details. The total of the elapsed time recorded in the log entries is displayed for each contact.
Identifiers	A list of the identifier codes and their descriptions.
GIS Card File	A list of contact information that you can import into a geographic information system (GIS) to analyse the location of your contacts.
Overdue Contacts	A list of reminder log entries with reminder dates that are dated on or before the day you specify in the report filter.