Contact Notes Report

 

This report lists all of the general, contact, and assignment notes for each client.  It shows the client number, name and address, phone and fax numbers, web address and the aforementioned notes.  It displays one client per page.

 

Note: This report is also accessible through the Client Reports menu selections covered in the previous section. Being able to access this report thru a different menu saves time and keystrokes to review the needed information.

 

 

FIGURE 4.22: Contact Notes Report