The contact report will produce a detailed list of contacts based on filter criteria. Results displayed on this report are restricted to users by their relationships, this means that agents can only see information for contacts linked to their agency.
Click here for Contact Report functions »
Filters for the Contact Report
- Enter the contact first name and/or lastname (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) — this option is only available to internal users, this report is filtered to the respective agent for external users
- Select a contact role to limit the search
- Click the Generate Report button to create the report
Terms and Definitions
| Email |
The email icon to the right of an email address opens an email pop-up with the email addressed to the respective contact. |
| Print Report |
Opens the Windows Print dialog pop-up, page splits need to be printed individually from here. |
