Segment
- Contacts report, you can print a list of the contacts
selected within one or several segments.With the Segment
- Contacts report, you can print a list of the contacts
selected within one or several segments.
If you want to include more information, you can select additional fields to be included in the report. To do this, in the Field field, press F3, click the AssistButton and then select the relevant field(s). You can set filters on any of the fields. If you do not set any filters, the report will include all your records.
To print the report, click the Print button. To see the report on screen, click Preview. If you want to save your report and print it later, click Cancel (the program automatically saves your report).
To filter the information in the report, in the Filter field, fill in the relevant information as follows:
No. field: Enter the numbers of the segments you want to include in the report. If you leave this field empty, the report will include all your segments.
Campaign No. field: Enter a campaign number if you want the report only to include segments linked to that particular campaign.
Salesperson Code field: Enter a salesperson code if you want the report only to include segments handled by that particular salesperson.
No. field: Enter a contact number if you want the report only to include the segments that particular contact belongs to.
Search Name field: Enter a search name if you want the report only to include the segments that particular contact belongs to.
Type field: Enter a type (Company or Person) if you want the report only to include these types of contacts.
Click the up-arrow in the lower left-hand corner of the window to see the table with the result of the filters you have set for the report.