Generate a list of contacts due a callback
- Gulfaran |
- 34 steps |
- 2 minutes
1
Click "Contact Details Report"
2
Click "Select type of correspondense . . ."
3
Click "CALLBACK"
4
Click this text field and type or select the beginning of the month you want to view callbacks for
5
Click this text field and type or select the end of the month you want to view callbacks for
6
Click "Next"
7
Click ">>" to move all fields to the right
8
Double-click "Links" to move it back to the left if you want purely the contact information
9
Double-click "Correspondence" to do the same
10
Double-click "Events" to do the same
11
Click "Generate Report"
12
Click "Previous"
13
Click this text field.
14
Click "«"
15
Click "«"
16
Click "«"
17
Click "January 2024"
18
Click "Jan"
19
Click "January 2024"
20
Click "2024"
