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 |
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| Report Name
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You can change the default report name.
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| Create Activity
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To create activities in the Activity Manager when you generate the report, select this check box.
Deltek displays the Activity dialog box so that you can enter information about the activity, including its type (email, phone call, meeting, touchpoint, and so on), primary contact, and date/time.
Deltek creates an activity for each record 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 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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| Start Date
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Specify the start date for the data to be displayed on the report.
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| End Date
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Specify the end date for the data to be displayed on the report.
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|
Deltek User
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To show audit information for one
Deltek user, enter the user ID or select one from the lookup.
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| Operation Type
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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.
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