I need to set up or run a phone contact report for specific day.

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

My clients are all individules, and I need to run daily call reports with
home #' not business #'s. I'm a financial planner and broker and am really
wondering if this product is really for us.
 
Legacy:

You could customize a task view with the columns you want to see on the
report, then either work off the screen or print the screen (File, Print).
Start by going to the Task View, choosing Active Tasks in the Current View
part of the left navigation bar, and then choose Customize Current View
below that. You'll see where you can choose which Fields you want to show
up there and in what order.

HTH,
Lon
_________________________________________________
Lon Orenstein
pinpointtools
(e-mail address removed)
www.pinpointtools.com
 
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