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Contact Report |
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The contact report will produce a detailed list of contacts based on filter criteria. All users can be allocated access the contact report, however results displayed are restricted to users by relationships setup for users. This means that agents can only see information for contacts linked to their agency. |
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- Enter the contact name (use wildcards to extend the report results)
- An advanced option is to filter the contact results by Agent (this means that only contacts linked to the selected Agent matching the name and role criteria will be displayed)
- Select a contact role to limit the search
- Depending on the number of results that are displayed, the report may be separated across 'pages' (16 results are displayed per page), click the page number or Next button to scan through the list
- Moving the mouse onto a contact name will indicate a link, clicking the reservation will take the user to the Contact Details screen
- Clicking the email icon will open a free-format email addressed to the respective contact
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- Use the Print icon on the toolbar to print the report - this will print the currently viewed page - select the next page by clicking the page link or the Next button and then clicking the print icon again
- To search for all contacts, enter an asterisk in the contact name field and press enter (or click Submit Search)
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