contact reports

See Also: Reports, Sales Reports, Inventory Reports, Accounting Reports

contact reports

There are many different contact reports which can be generated depending upon what’s needed. Reports can be generated for Call Backs, Birthday’s Anniversaries, On Account, Family/Friends, Direct Support, as well as various Contact Reports (Customer List, Lead List, Consultants, etc.).

Call Back Report This report is used to list all contacts with call backs scheduled within a specified date range. After selecting Call Back report a date range selection box appears. After entering in a range the report will list all contacts with scheduled call backs as well as their address and phone numbers.

Birthdays/Anniversaries After selecting the Birthdays/Anniversaries report a date range selection box appears. After entering in a range the report will list all contacts with a Birthday, Spouses Birthday or Anniversary with in your specified date range. The report lists the event’s date and type, your contact’s spouses name as well as your contact’s address and phone numbers.

On Account This report is used to generate a list of customers with balances due on account. The report lists the customer’s name, address and phone numbers as well as the Balance on Account.

Customer Detail The Customer Detail report is used to generate a detailed report on a specified customer. The report lists the customer’s general information as well as past purchases grouped by invoice.

Family/Friends This report lists all contacts who have the friends/relative box checked on there contact window. The report lists name address and phone numbers.

Preferred Customer/Direct Support  Selecting the direct support report generates four different direct support lists, Current Direct Support, Direct Support Additions, Direct Support Deletions and Direct Support Changes. When you add or delete a customer to direct support or make changes to a customer’s record who is on direct support the Director’s Assistant keeps track of the changes and will display them in one of the Direct Support reports. After alerting the company to your direct support changes Select Update Direct Support from the file menu. This will reset the direct support tracker so that only new changes will be displayed next time you select the Direct Support Report.

Complete List is the entire list of customers currently on direct support.

List of Additions is a list of customers who where added since the last time you Updated Direct Support.

List of Deletions is a list of customers who where deleted since the last time you Updated Direct Support.

List of Changes is a list of customers who’s record has been edited since the last time you Updated Direct Support. (Name or Address change etc.)

Direct Mail The Direct Mail report lists all contacts within selected direct mail categories. Selecting the Direct Mail report will open a box with a list of direct mail categories. Click on the categories you choose to include in your report and click OK to confirm. The report lists contact’s name, address, and phone numbers.

Consultant Reports The 2 consultant reports generate a report of your consultant’s sales. The summary lists only the sales information used by the QuickTrak tracking system, list consultants in order by total sales and displays winners for the various categories. The consultant detail displays more information from the consultant’s weekly summary in addition to the sales information displayed in the detail.

Various Contact Reports Contact reports can be generated for any contact type, (Consultant, Team Leader, Lead ect...). Selecting contact report from the reports menu will open a selection box with the different contact types. After choosing a contact type click OK to confirm. The report lists contact’s name, address and phone numbers.