How do I print all information on a Business Contact especially No

D

Dave_cmo

It doesn't appear that there is a print option to print all information on a
business contact as well as a chronological listing of the notes made on
working with that contact. Is this something available through special
interest groups or is this something planned in future releases of the
product? Without it, it appears to be a rather large hole in the
functionallity of the product.
 
B

BK

There is. You can use the feature called as "Reports" in BCM. Goto Business
Tools --> Reports --> Business Contact --> Select the Contact and this
shoudl get you a detailed report. You would be able to print this report too
and also dave this report to various formats.

In case you need to modify the report so that only certain group of
items, say Notes .. related to that contact alone should be printed. click
on the Modify Report button.

Hope this help!

Regards

AN
 
I

Ian

Nice!

Works well for Accounts too.

Ian

BK said:
There is. You can use the feature called as "Reports" in BCM. Goto Business
Tools --> Reports --> Business Contact --> Select the Contact and this
shoudl get you a detailed report. You would be able to print this report too
and also dave this report to various formats.

In case you need to modify the report so that only certain group of
items, say Notes .. related to that contact alone should be printed. click
on the Modify Report button.

Hope this help!

Regards

AN
 

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