Use the General tab to select report options for the Contact Summary report and to save sets of options for reuse.
Contents
| Field | Description |
|---|
| Report Name
|
You can change the default report name.
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| Create Activity
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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 related to the report has taken place for the contacts included on the report.
For example, if you print a list report for contacts or
clients 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.
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| Report Sections to Include
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By default,
Ajera CRM includes all of the following sections on the report:
- Contacts
- Activities
- Categories
-
Projects
- Opportunities
- Associations
To exclude a section, clear the check box.
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| Page Break Between Sections
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Select this check box to insert a page break between report sections.
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