Firm CRM Summary

The CRM Firm Summary report shows all information entered in the Firms hub, including user-defined fields. The information is grouped into default sections, but you can also create user-defined sections.

This report can contain two types of sections:

  • Default sections: You select the default sections in Standard Sections on the Options tab. Each default section contains a pre-defined set of columns. You do not select the columns for the default sections.
  • User-defined sections: If you set up user-defined sections for this report, use the Create Section dialog box to select the columns for each of those sections and specify column attributes. The columns available for user-defined columns are the same as those available for the Firm List.

You can include both default sections and user-defined sections on the same report.

Options Tab

Use the Options tab to specify the currency for reporting amounts and choose the sections to display on your report.

Layout Tab

Use the Layout tab to choose the types of formatting properties and visual characteristics to be displayed on your report.

Related Topics:

  • Firm CRM Summary General Tab
    Use the General tab to select report options for the Firm CRM Summary report and to save sets of options for reuse.
  • Firm CRM Summary Columns Tab
    Use the Columns tab to select or clear columns, change column sequence, provide new column labels, set column widths, or select number and date formats.
Parent Topic: Firm Reports