Other Reports
This Help File Page was last Modified on 04/01/2012
Other Reports This Help File Page was last Modified on 04/01/2012 |
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Other Reports This Help File Page was last Modified on 04/01/2012 |
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□ | Subscriber Listing - The Subscriber Listing dialog may appear simple, but it actually contains several powerful features that will serve you well as you get to better understand its many uses. |
• | The basic purpose is to create a List of Subscribers that you may view or print (to paper or a file) at will. |
• | In its more advance format, it provides several tools to help you manage your database, discover potentially lost revenues, and create customized lists based on your own specifications. |
• | A generic discussion of the Print Special Filters dialog - available on the Subscriber Listing (and other reports) - is provided. |
□ | Calls Report - The Calls Report provides a detailed listing of Calls related information that may be filtered in many ways to be able to customize what Calls are actually included. |
• | The Calls dialog allows you to enter the time, date, comments and results of Account related Calls to Subscribers, as well as Calls to Prospects - both Incoming and Outgoing. |
• | A generic discussion of the Advanced Search dialog - available on the Calls Report's Select Call Type and Select Employee Options - is provided. |
□ | Labels - Even with email, faxes and the phone, from time to time, we still have to actually mail things to our Subscribers. |
• | The basic purpose is to create a mailing Labels for (selected) Subscribers. |
• | In its more advance format, it provides several tools to help you create customized label sets based on your own specifications. |
□ | Referrals Report - The Referrals Report lists those Subscribers, Prospects or both who have referred an additional Subscriber or Prospect to you. |