Standard AQ - Comprehensive Contact

Report Description

Shows a comprehensive list of information associated with a Contact.

 

Parameters

Parameter Name	Options	Description
Branch	All available branches.	Contact's Branch
Start Date
End Date
Date Type	DateEntered, FirstInvoiceDate, LastInvoiceDate, InvoiceDate	The Date type parameter has these options:    DateEntered: When this is selected, it will pull all contacts added in the system within the Start and End Date entered. FirstInvoiceDate: When this is selected, it will pull all contacts from customers whose first invoice is within the Start and End Date entered. LastInvoiceDate: When this is selected, it will pull all contacts from customers whose Last invoice is within the Start and End Date entered. InvoiceDate: When this is selected, it will pull all contacts from customers whose invoice is within the Start and End Date entered.
Extra Value		Value list of all Contact Extra. If Selected, the AQ will display the value of that particular extra.

Report Fields

Field Name	Description
ContactID	Unique identification number assigned to the contact.
Salutation	Formal greeting by which the contact is called or referred
FirstName	The contact's first name
MiddleName	The contact's middle name
LastName	The contact's last name
Title	The contact's professional position title.
ContactStatus	The status (active, inactive, etc.) professional relationship status.
Branch	The company branch in which the contact works.
CustomerAgencyName	The name of the agency for which the customer contact works.
DepartmentName	The specific department of the agency in which the contact works.
Street1	The street address of the contact. (Address with IsPrimary property=True)
Street2	Additional street address information for the contact's office.
City	The city in which the contact's office is located.
State	The state in which the contact's office is located.
ZipCode	The postal code in which the contact's office is located.
Sales Level	Shows Sales Level in Sales Info section of Customer Sales & Service
Sales Level Notes	Displays the notes added in Sales Info section of Customer Sales & Service
Industry Code	Displays the Industry Code set up in the Other Info section of Customer Sales & Service
Customer Type	Displays the Customer Type set up in Other Info section of Customer Sales & Service
Competition	Displays the Competition added in Other Info section of Customer Sales & Service
Lead Source	Displays the Lead Source set up in Lead Info section of Customer Sales & Service
Lead Source Description	Displays the Description added in Lead Info section of Customer Sales & Service
Contact Contact Methods	Show multiple columns for Contact's Contact Methods dynamically.
Customer Contact Methods	Show multiple columns for Contact's Customer's Contact Methods dynamically.
Contact Users	Show multiple columns for Contact's User types dynamically.
Contact Dates	Show multiple columns for Contact's Date types dynamically.
Customer User	Show multiple columns for Contact's User Types dynamically.
Extra Value	Pulls a specific Extra value as selected in the Extra Value Parameter.