Contact Activity Notes Report

Contact Activity Notes Report

This report is tied to the Contacts Notes in Customer Maintenance and Vendor Maintenance, as well as the new RMMobileSales App when Customer Notes are added. When you enter this report module, a Contact Activity Notes Report screen will appear as follows: 

The default settings for this report appear above. You can customize this report by any of the fields above. To switch to Accounts Payable Notes, click next to A/P (1) in that field. The Beg Date End Date (2) fields will allow you to set a date range or specific date for the report. The User (3) field will allow you to customize by a specific User in the system. The Sales Rep (4) field will allow for selecting a specific Salesperson for the report. The Customer (5) field will prompt the Customer Selection box for you to select a specific Customer. And finally, the Sort By (6) field will allow you to determine how the report contents are sorted, by UserSales Rep, or Customer. When you have finalized your selections, click the Excel icon to export the data to Excel, or click the Print button to for paper output.



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