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HansaManuals Home   >> Standard CRM   >> Customers, Suppliers and Contact Persons   >> Reports  

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This text refers to program version 6.2  

Birthday List

You can use this report in the Contact module to list all Contact Persons sharing a birthday. The report is compiled from information in the Birthday field on the 'Comments' card of the Contact record for each Contact Person. As well as the birthday of each Contact Person, the report shows their Name, Title, Address, Telephone, Fax and Mobile Numbers, Email Address, Department and Customer or Supplier Number and Name. Email Addresses will not be printed if you are using the Exclude All Contact E-mails from Reports option in the Mail and Conference Settings setting in the E-mail and Conferences module.

When printed to screen, this report has the Standard CRM Drill-down feature. Click on any Customer or Supplier Number to open the Contact record for an individual Customer or Supplier, and on a Contact Name to open the Contact record for a Contact Person. Each Contact Person in the report also has a [Create Reminder in Day Planner] text button. Click this text to create an Activity to remind you to call or mail the Contact Person on their birthday. The new Activity will be created but not opened. The Task Type of the new Activity will be Timed To Do, the Person will be the current user and the Activity Date will be the Contact Person's birthday. The Activity will appear in the right-hand panel of the current user's Day Planner on the appropriate day.

Period
Paste Special    Reporting Periods setting, System module
The report will list all Contact Persons whose birthday falls in the period specified here. For example, if the period is 1/6/2010:30/6/2010, the report will list all Contact Persons whose birthday is in June. The year is not used.

If you want to produce a report for a single day, simply enter the date once. Standard CRM will then convert it to period format by inserting a colon and repeating the date.

Customer Category
Paste Special    Customer Categories setting, Contact module
Enter a Customer Category to show Contact Persons belonging to Contacts with that Category.

Customer
Paste Special    Customers in Contact register
   
Range Reporting    Alpha
Enter a Customer Number to list the Contact Persons that work for that Customer with birthdays in the specified period.

Show Closed
Check this box if you would like Closed and Invalid Contact Persons to be included in the report. A Closed Contact Person is one that has been marked as Closedon the 'Terms' card. An Invalid Contact Person is one whose record has been marked as Invalid. A Closed Contact Person is usually Invalid as well.
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