Columns for the Contact Summary Report
Select additional columns of information for each section on the summary report. Columns vary depending on which section you selected via the What to Include in Section option.
Contact Information
Select this section to display the following Contact Information columns on the report.
Activities
Select this section to display the following activity columns on the report.
Field | Description |
---|---|
Activities - Completed | This column indicates whether an activity is Pending or Completed. |
Activities - Location | This column displays the location where the activity occurred or will occur. |
Activities - Marketing Campaign | This column displays the marketing campaign associated with the activity. |
Activities - Notes | This column displays the notes from the activity. |
Activities - Owner | This column displays the name of the employee who is responsible for the activity. |
Activities - Primary Firm | This column displays the name of the primary firm associated with the activity. |
Activities - Priority | This column displays the priority ranking that indicates the relative importance of individual activities: High, Medium, or Low. |
Activities - Project | This column displays the name of the project associated with the activity. |
Activities - Start Date | This column displays the date and time that the activity is scheduled to begin. |
Activities - Subject | This column displays a brief description of the activity (for example, Initial Consultation, Planning Meeting, Customer Lunch, or Follow-up Visit). |
Activities - Type | This column displays the activity type (for example, Phone Call, Meeting, or Email). |
Associations
Select this section to display the following association columns on the report.
Field | Description |
---|---|
Associations - Name | This column displays the name of a contact who is associated with the current contact. |
Associations - Relationship | This column displays a description of the relationship of the current contact to the associated contact (for example, Partner, Friend, or Associate). |
Associations - Relationship Description | This column displays additional text describing the relationship of the current contact to the associated contact (for example, Partner, Friend, or Associate). |
Categories
Select this section to display the following Categories columns on the report.
Field | Description |
---|---|
Categories - Category | This column displays an activity category (for example, Corporate Mailing, Holiday Card, Promotional Brochure, or Newsletter). |
Categories - Info | This column displays additional text that describes the activity category. |
Employees
Select this section to display the following employee columns on the report.
Field | Description |
---|---|
Employees - Description | This column displays a description of the employee's relationship with the contact. |
Employees - Name | This column displays the name of the employee associated with the project. |
Employees - Number | This column displays the employee's number. |
Employees - Relationship Description | This column displays additional text describing the relationship between the contact and the employee. |
Firm Association
Select this section to display the following firm association columns on the report.
Field | Description |
---|---|
Firm Assoc - Name | This column displays the name of a firm that is associated with the current contact. |
Firm Assoc - Relationship | This column displays a description of the relationship of the current contact to the associated firm. |
Firm Assoc - Relationship Description | This column displays additional text describing the relationship of the current contact to the associated firm. |
Firm Employee Association
Select this section to display the following firm-employee association columns on the report.
Field | Description |
---|---|
Firm Employee Association - Employee | This column displays the number of an employee who is associated with the firm. |
Firm Employee Association - Name | This column displays the name of an employee who is associated with the firm. |
Firm Employee Association - Relationship | This column displays a description of the relationship of the firm to the associated employee. |
Firm Employee Association - Relationship Description | This column displays additional text describing the relationship of the firm to the associated employee. |
Links
Select this section to display the following link columns on the report.
Field | Description |
---|---|
Links - Description | This column displays a brief description of the file link or Web address (URL). |
Links - Graphic | This Yes/No column indicates whether or not the file is a graphic file. |
Links - Path | This column displays one of the following:
|
Projects
Select this section to display the following project columns on the report.
Field | Description |
---|---|
Projects - Description | This column displays additional text describing the projects. |
Projects - Name | This column displays the name of the project. |
Projects - Number | This column displays the identifier of the project associated with the record. |
Projects - Role | This column displays the role of the individual on the project (for example, Transportation Engineer or Geologist). |
Project - Stage | This column displays the stage of the project that is associated with the record. |