Use the General tab to select report options for the Contact List 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 Calendar/Activities application when you generate the report, select this check box. When you generate the report,
Vision displays the Activities dialog box so you can enter the activity information.
Vision 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
clients, contacts, opportunities, or
projects 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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| Grid Type
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Select the type of data for which you want to show additional columns:
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Activities
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Associations
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Categories
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Client Assoc
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Client Employee Assoc
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Employees
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Files
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Marketing Campaigns
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Opportunities
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Projects
The available sorting and grouping criteria vary based on your the entry in
Grid Type. For example, activities-related criteria are available if you select
Activities, while opportunity-related criteria are available if you select
Opportunities.
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| Print Final Totals
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Select this check box if you want a line at the end of the report that shows total amounts for the entire report.
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