CRM Reporting

Pick list used to select the kind of report to run. Beginning in version 16.02, users with permission can create unlimited user versions of any CRM report and also determine which reports each user will see in this field. See the Configuring Grid Layouts and Automated Reports and Grid Layout Security pages for information. Options are:

• Addresses - Displays the name, default Contact, and address information for each Company.

• Campaign Detail - Used in conjunction with the Campaign feature, detailed on the Sending Contact Communications page, to display the date and time a Campaign was sent. Also includes a field to record email results. Campaign and Campaign Email Results UDFs can be added to this report.

• Contact Notes Detail - Displays the date, time, and details of all records in the Contact Notes section of all Contacts. This report contains a "View Detail" button in the toolbar that displays the entire contents of the currently selected note.

• Contact People - Displays each Contact record, associated Title, address, and email information for each Company.

• Contact Report 1-3 - User-defined reports, the display name for which are maintained in CRM > Options.

• News Feeds - Displays details of all records in the News Feed tab of all Contacts.

• Phone Numbers - Displays the company and contact names as well as any phone, fax, cell, etc. numbers entered.

• Project Notes - CRM Project Note UDFs can be added to this grid as well.

• Standard - Displays Company name, default Contact, address, email, and Next Action information as detailed on the General tab of each Contact.

Note: If using custom criteria, user and user group tables are only available for these report types.

Pick list used to dictate the date that the Start Date and End Date will use if a date is entered. Options are:

• Last Note - Displays results based on the date of the last note entered on the record.

• Next Action - Displays results based on the date of the Next Action information entered on the record.

• Campaign Date - Displays results based on date (in the "date sent" field) on the Edit Campaign form, located on the Campaigns tab on the Edit Contact record. This option is only available if using the Standard, Campaign Detail, Contact notes, or Contact People reports.

If a date is entered, only Contacts with the selected Date Based On information occurring after this date will be displayed in the generated report.

If a date is entered, only Contacts with the selected Date Based On information occurring before this date will be displayed in the generated report.

Search field used to select a specific Contact.

Search field used to select a specific Contact Person.

• Note that if a Contact is selected above, this field will be populated with the Contacts default Contact Person and the search box will only list the contact persons for the contact selected.

• If a contact is selected and no contact person is selected, and then view is selected the contact people report will show all contact persons related to that account.

• Once a contact person is selected, users can click the "Modify" button on the toolbar to open the Edit Contact form directly.

Search field used to select a specific Bill-to Company.

Search field used to select a specific Ship-to Company.

Search field used to select a specific Vendor. Filtering by Vendor allows for only Contacts linked to the Vendor selected to display.

Search field used to select a specific Sales Rep. Filtering by the Sales Rep field also displays Contacts who have no assigned reps.

Option to include or exclude project notes. The default value is exclude. User has the option to set UDFs for project notes.

• Only available when running a Report Type of "Contact Notes Detail."

Option to include or exclude ticket notes. The default value is exclude.

• Only available when running a Report Type of "Contact Notes Detail."

Search field used to select a specific Sales Assignment Category.

If a Territory is specified, only Contacts containing the Territory will be displayed.

• Users can be restricted to a specific Territory via System > Maintenance > User Restrictions.

• If a user is restricted to a Territory Group, only the Territories assigned to the restricted Territory Group will be displayed in this field.

If a Territory Group is specified, only Contacts containing the Territories assigned to the selected Territory Group will be displayed.

• Users can be restricted to a specific Territory Group via System > Maintenance > User Restrictions.

Text field allowing the user to search for a specific company or by the first few letters of a company name for broader results.

Text field allowing the user to search for a specific last name or by the first few letters of a last name to see all contacts whose last names start with those letters.

Depending on the naming scheme the user should either search for the whole state name or only the state abbreviation.

Text field allowing the user to search for a specific contact person or contact record based on the phone number, if known.

• The complete 10 digit number must be entered.

• The field will search for an individual contact person's phone number as indicated on the Edit Contact People form or the general phone number for a company as indicated on the Address tab of the contact record.

Search field used to select a specific CRM Group.

Search field used to select a specific Market.

Used in conjunction with Market, allows further filtering based upon the Sub-Market.

User-defined search fields, managed via CRM > Maintenance > Contact Search 1-5.

Using this field in conjunction with the Report Type of "Contact Notes Detail" allows for the report to be further refined based on the note type selected.

Only available when selecting a Report Type of "Contact Notes Detail". Using this field in conjunction with the "CRM Note Type" field allows for filtering on specific user.

Search field used to filter for records that have the selected Work Flow assigned.

Search field used in conjunction with the "Work Flow Type" field to filter for records that have the selected Work Flow Sequence assigned, but not yet completed.

Only available when selecting a Report Type of "Campaign Detail". Search field used to select a specific Campaign.

Only available when selecting a Report Type of "Campaign Detail". Search field used to select a specific Campaign Email Result.

Pick list used to display All, Inactive, or Active Contact records.

Only available when selecting a Report Type of "Contact People" or "Contact Notes Detail". Pick list used to display All, Inactive, or Active Contact Person records.

Pick list used to filter Contact records based on their "Sync Outlook" flag setting. Options are:

• All - Displays all records regardless of how the "Sync Outlook" flag is set.

• No - Displays only those records that do not have the "Sync Outlook" flag set.

• Yes - Displays only those records that have the "Sync Outlook" flag set.

Creates a new Sales Order or Purchase Order, depending on if the Contact is linked to a Bill-to or Vendor, respectively.

This is only enabled when user has access to the same security settings as the Create Order button on the Add Contact form. If a Bill-To/Ship-To are populated on the contact, a sales order is created and the neword1 form is opened.

If just a Vendor is populated, a PO is created, and the newpo1 form is opened. If all 3 are populated, a sales order is created, taking precedence over the Vendor field.

When clicked will create a note and save it to the contact, without having to open the contact directly.

This is only enabled when user has access to modify the contact.

Sync Contacts, that have their "Sync Outlook" flag checked, with Outlook.

• Additional information on the Sync Outlook feature is available via the "Sync Outlook" field description in the Edit Contact form > General tab section further down on this page.

Default Bill-To Company from CRM Options will appear with option to create a new Bill- To or modify an existing one.

• The system will display the "Create Bill-To" button if no Bill-To Company is selected in the "Bill-To Company" field on the General tab. The "Modify Bill-To" button will be displayed if a Bill-To Company is selected in the "Bill-To Company" field.

• The "Create Bill-To" button creates a new Bill-To Company with the details of the Contact record and links the Contact to the new Company record.

• Security exists to control access for both adding and modifying Bill-To Companies.

Default Ship-To Company from CRM Options will appear with option to create a new Ship-To or modify an existing one.

• The system will display the "Create Ship-To" button if no Ship-To Company is selected in the "Ship-To Company" field on the General tab. The "Modify Ship-To" button will be displayed if a Ship-To Company is selected in the "Ship-To Company" field.

• The "Create Ship-To" button creates a new Ship-To Company with the details of the Contact record and links the Contact to the new Company record.

• Security exits to control access for both adding and modifying Ship-To Companies.

Pick list used to determine which Users may access and utilize the selected Contact record.

• All Users - The selected record is available for all Users.

• CRM Group - The selected record is available for any User that is a part of the CRM Group as specified in the field below.

• Myself - The selected record is available for only the User who created it.

Displays the country in which this Contact Person resides.

Search field used to select the Country Code for the phone number specified.

Displays the cell and home phone numbers.

Displays the email address for the Contact Person.

Pick list used to determine if the selected Contact Person will receive emails as a result of the "Email All" button, the Campaign feature, both, or neither.

Pick list used to determine if emails sent from the email address listed will be recorded and saved as part of the Contact record. Users have the option to record the body of the email only, the body and attachments of the email, or none.

If checked, this is the default Contact Person for the selected Contact record.

Displays the CRM Note Type for the selected Contact record.

• CRM Note Type Security controls access to what CRM Note Types are displayed here.
• A user must have access to at least one CRM Note Type to add a Contact Note record.