Community
Showing results for 
Search instead for 
Do you mean 
Reply

Client information reports

New Member
Posts: 1
Country: United States

Client information reports

Is there an existing report or a way to download additional reports to get a full print out of all the data information fields in the contact excluding notes and attachments?  I would like an easy way to verify the information in creating the contact and using it in client reviews and marketing. 

 

2nd is there a way to do this with the creation of a custom fact finder?  A fact finder could be printed blank with all the information needed fields, written on, then inputted into the system, and then later reprint the fact finder with the completed information in the data fields?

 

Thanks

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Client information reports

There's no standard report exactly like that but I wouldn't be a very difficult report to create.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129