Use the General tab of the Contact Audit Options dialog box to select report options for the Contact Audit report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
|
| Create Activity
|
To create activities in the Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Ajera CRM displays the Activity dialog box so you can enter the activity information.
Ajera CRM then creates an activity for each contact included on the report.
Use this feature to create a record that an activity has taken place for the contacts included on the report.
For example, if you print a list report for contacts to send to a mailing service that will send out holiday greetings from your company, you can select this option to create an activity for each recipient. The following year, you can use those activity records to generate a list of the previous recipients as a starting point for the current holiday mailing.
|
| Start Date
|
Enter the start date for the data to be displayed on the report, or click
 and select the date.
|
| End Date
|
Enter the end date for the data to be displayed on the report, or click
and select the date.
|
|
Ajera CRM User
|
To show audit information for one
Ajera CRM user, enter the user ID or click
 and select the user ID on the lookup.
|
| Operation Type
|
By default, the report includes all record operations. To show audit information for a single type of operation, select it from the drop-down list.
|
