Get started

HTML Wrap

class	section group

HTML
<span data-swiftype-index="true">

HTML Wrap

class	col span_3_of_5

Anchor

	1061479
	1061479

There are several tools you can use to review your contact information.

Tool	Description	See
To Do List	The Contact Alert tab in the To Do List displays contact log entries with recontact dates on or before the current date.	below
Card reports	Card reports give you lists of contact information in several formats.	below
Find Transactions	Find Transactions helps you quickly find all transactions for a contact.	Finding a transaction

UI Expand

title	To view contact alerts

To view contact alerts

Anchor
1196685
1196685
Click To Do List in any command centre. The To Do List window appears.

Click the Contact Alert tab. A list of all individuals and businesses you need to contact appears.

UI Text Box

type	note

Reminders that fall on a closed day

If the recontact date falls on a day that you have indicated as being closed in the Business Calendar (accessible from the Setup menu), the reminder will appear on the business day prior to the recontact date.

The Overdue column shows how many days have elapsed since the recontact date you specified on the contact log entry.
To clear a reminder from the list, click in the select column next to the contact log entry and then click Remove.

UI Expand

title	To print card reports

To print card reports

Anchor
1078490
1078490
Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
Click the Card tab and click a report group. The list of card reports appears.

Display or print the report that is appropriate to your needs.
Following is a list of the default information displayed in each report. If required, you can customise the reports to display more or less detail (for information on how to customise a report, see Customising reports).

Report	Description
Card List Summary	A list of your contacts with their phone numbers, current balances and identifiers.
Card List Detail	A list of some of the information contained in your contacts’ cards, including Address 1 and Address 2.
Address List	The contact name, address and phone number entered for Address 1 in each card.
Card Transactions	A list of the transactions that have been allocated to your contacts for a selected period.
Contact Log	A list of contact log entry details. The total of the elapsed time recorded in the log entries is displayed for each contact.
Identifiers	A list of the identifier codes and their descriptions.
GIS Card File	A list of contact information that you can import into a geographic information system (GIS) to analyse the location of your contacts.
To Do List – Overdue Contacts	A list of contact log entries with recontact dates that are dated on or before the day you specify in the report filter.

HTML
</span>

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Keeping in touch with your contacts

Synchronising cards with Microsoft Outlook

Page tree

Versions Compared

Old Version 2

New Version 3

Key

To view contact alerts

To print card reports

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks