How To Print Secondary Contacts From One Contact [ Edited ]

[jnpurdy]

Is it possible to print or export the data in the secondary contacts from a single record?  For example, if a contact has several people in secondary contacts and needs a list of them, it is possible to do that?

[Roy_Laudenslager · Accepted solution]

Depends on what you want. The standard contact report includes secondary contacts but it includes a lot that you likely don't want. Otherwise it would need to be a custom template but not a hard one to make.

[Roy_Laudenslager]

It can be done with a report.

[jnpurdy]

As standard report or a Roy Laudenslager special?

[Roy_Laudenslager · Accepted solution]

Depends on what you want. The standard contact report includes secondary contacts but it includes a lot that you likely don't want. Otherwise it would need to be a custom template but not a hard one to make.

[jnpurdy]

I hate it when the obvious is overwhelming.  Thanks Roy.

[fortblt]

Roy,

So can you take a novis through the process of devoloping a template for a secondary contact report?

Teresa