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View all contacts -- Customers + Leads + Opportunites

Last post 07-17-2014 8:23 AM by Method_Greg. 1 replies.
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  • 07-16-2014 2:41 PM

    • JenH
    • Not Ranked
    • Joined on 07-16-2014
    • Posts 5

    View all contacts -- Customers + Leads + Opportunites

    Is there a way to view and/or run a report so that I can see all of these contacts together in alphabetical order?

    Thanks!

    Jen

  • 07-17-2014 8:23 AM In reply to

    Re: View all contacts -- Customers + Leads + Opportunites

    Hello Jen,

        You are in luck! We have reports that you can run from Method on various items including customers and contacts. Here is the blog post on Method reports that has more information.   In Method, go to Customer -> Customer ReportsOn theis screen you can generate simple reports on your customers and contacts.   You can try the Quick Report or you can try some of the advanced and custom reports.  Try the combination Custom - CRM_ContactsList - no filter.  I believe this is what you are looking for.

    Have a good day,

      Greg

    Greg Bilous
    Community Support Specialist
    Method Integration
    g.bilous@method.me
    Toll Free: 1.888.925.6238
    Local and overseas: 416.847.0400 ex.756
    Fax: 416.640.6027
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