Contacts Report

The Contacts report provides a list of contacts and related information. You can add or remove columns and change the order of columns to tailor the report to best meet your needs.

The access to contacts defined for your security role in Ajera CRM determines if you can display this report and, if you can display it, which contacts you can view. In addition, if your security role is denied access to specific fields in Ajera CRM, you cannot view those fields on this report.

Default Columns

The first time you display the Contacts report, it contains these columns in this order by default. If you select other columns or change the order of columns, iAccess saves that modified report as your new default format.

Field	Description
NAME (Company)	This column displays the contact's name (preferred or first name + middle name + last name), along with the company with which the contact is associated. Click the name to display a tooltip containing contact information: job title, mailing address, and email address. Click More in the tooltip to display the full contact record on a separate browser tab.
STATUS	This column displays the contact's status: Active, Inactive, or Terminated.
MOST RECENT OPPORTUNITY	This column displays the most recent opportunity with which this contact is associated. The most recent opportunity is the opportunity with the most recent open date for the period up to and including the current date. Opportunities with open dates in the future are not considered. Click the opportunity name to display a tooltip containing opportunity information: opportunity type, estimated revenue, probability of winning, date opened or closed, status, and stage. Click More in the tooltip to display the full opportunity record on a separate browser tab.
OPPORTUNITY ROLE	This column displays the contact's role for his or her most recent opportunity. The most recent opportunity is the opportunity with the most recent open date for the period up to and including the current date. Opportunities with open dates in the future are not considered.
LAST TOUCHPOINT	This column displays any notes entered for the contact's last touchpoint. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.
TOUCHPOINT DATE	This column displays the date of the last touchpoint with which this contact is associated. The last touchpoint is the touchpoint with the most recent date for the period up to and including the current date. Touchpoints dated in the future are not considered.

Other Columns

These additional standard columns are available for the report, along with columns for any user-defined fields that are used in the Contacts area. Click above the upper-right corner of the report to add or remove columns.

Field	Description
ADDRESS, ADDRESS 2, ADDRESS 3, ADDRESS 4	These columns display the street address lines for the contact's other address.
CITY	This column displays the city for the contact's other address.
COMPANY	This column displays the name of the company with which the contact is associated. Click the name to display a tooltip containing company information: market, company status, primary address, and phone number. Click More in the tooltip to display the full company record on a separate browser tab.
COUNTRY	This column displays the country for the contact's other address.
CREATED BY	This column displays the user name of the person who created the contact record.
CREATED ON	This column displays the date the contact record was created.
EMAIL	This column displays the contact's email address
FAX	This column displays the contact's FAX number.
FIRST NAME	This column displays the contact's first name.
HOME PHONE	This column displays the contact's home phone number.
LAST NAME	This column displays the contact's last name.
LAST UPDATED	This column displays the date the contact information was last changed.
LAST UPDATED BY	This column displays the user name of the person who made the last changes to the contact information.
LOCATION	This column displays the company location with which the contact is associated.
MAILING ADDRESS	This column displays a check if the contact's other address is his or her mailing address.
MIDDLE NAME	This column displays the contact's middle name.
MOBILE	This column displays the mobile phone number.
NAME	This column displays the contact's name (preferred or first name + last name)
NOTES	This column displays a description of the contact.
PAGER	This column displays the contact's pager number.
PHONE	This column displays the contact's work phone number.
PREFERRED NAME	This column displays the contact's preferred name.
SALUTATION	This column displays the personal title or prefix for the contact's name (for example, Mr., Miss, or Dr.).
SOURCE	This column displays the source of the contact, that is, where or how your firm first encountered the contact (for example, Client Reference).
STATE/PROVINCE	This column displays the state or province for the contact's other address.
SUFFIX	This column displays the suffix for the contact's name (for example, Jr. or MD).
TITLE	This column displays the contact's job title.
ZIP	This column displays the ZIP or other postal code for the contact's other address.