Reviewing your contact information

Contact management > Reviewing your contact information

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


Tool	Description	See
To Do List	The Contact Alert tab in the To Do List displays log entries with recontact 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 contact alerts

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

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

note : Reminders that fall on a closed day

If the recontact 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 recontact date you specified on the log entry.

To clear a reminder from the list, click in the select column next to the 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 customize the reports to display more or less details (for information on how to customize a report, see Customizing 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 contact 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 analyze the location of your contacts.
Overdue Contacts	A list of contact log entries with recontact dates that are dated on or before the day you specify in the report filter.