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MS Office Forum / Outlook / Business Contact Manager / February 2005how do i set up a call report for contacts
I would like to print a weekly sumary report of contact activity to email to my sales manager, that would include appointments actions,notes followups etc. Hi, You can use the Business Contact History report feature. It summarizes all the information entered for a Business Contact, including Business Contact History Items. Do the following steps to generate the report: 1. Go to Business Tools -->Reports -->Business Contacts -->Business Contact History 2. Select the contact for which you want the report and click OK. 3. This will generate the report. 4. To generate the report on for the week, go to Action -->Modify Report in the Report Menu bar. You can specify the period here. > I would like to print a weekly sumary report of contact activity to email to > my sales manager, that would include appointments actions,notes followups etc. |
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