Report Description
Lists all messages associated with a contact as well as the associated customer information. This report shows a compact list of all messages sent to a particular contact. It can be useful when any former messages to a specific contact need to be retrieved for tracking.
Parameters
Parameter Name |
Options |
Explanation |
Customer Name |
|
Filters results by Customer Name. |
Date Type |
Entered Date, Start Date |
Message’s Original Start date time or Start date time |
Start Date |
|
|
End Date |
|
|
Action Type |
All available Choice codes present in “Message” category |
|
Branch |
All available branches |
Branch associated with Customer linked to the message |
Report Fields
Field Name |
Explanation |
Customer Name |
Name of the customer linked to the message. |
Department Name |
Name of the Department associated with the customer. |
Phone |
Main number of the customer and has “Is Primary” checked |
Address |
Detailed address of the Customer. |
Contact Name (Of Section 1) |
Name of the individual who is a contact to the associated customer linked to the message. |
Phone Number |
Main number of the Contact and has “Is Primary” checked |
|
Email of the contact. |
Title |
Title of the contact. |
Role |
Contact Role of the contact |
Date |
Date when the message was logged. Displays the particular dates per Action Type based upon the Date Type selected. |
User |
Name of the user who entered the message. Displays the particular users per Action Type |
Message |
Shows the Message logged. Displays the particular messages per Action Type |
Contact Name (Of Section 2) |
Name of the contact who created the message. Displays the particular contacts per Action Type |
Required Setup
The client needs to setup the email and phone number of the contact and customer in the Contact Method section of the Detail tab of the Contact and Customer.
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