Standard Report - Customer Contact Message

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	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.