01-30-2012 11:22 AM - edited 01-30-2012 11:27 AM
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?
01-30-2012 09:21 PM
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.
01-30-2012 11:28 AM
It can be done with a report.
01-30-2012 06:03 PM
As standard report or a Roy Laudenslager special?
01-30-2012 09:21 PM
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.
01-31-2012 05:35 AM
I hate it when the obvious is overwhelming. Thanks Roy.
07-31-2015 12:17 PM
Roy,
So can you take a novis through the process of devoloping a template for a secondary contact report?
Teresa