Sales - Contacts Report

Overview

Surf Accounts provides all the relevant information in a methodical and structured manner to make it easy to understand. It has been designed in such a fashion so that it can be used by the large corporation, and small and medium enterprises and accountants. You can customise your reports for the individual business. With simple select options, you can preview them on the fly before emailing or saving a copy. The reports will be generated and can be viewed interactive reports on a real-time basis.

The objective of the Contact Report through Surf Accounts is to provide information regarding the customer, supplier, business contact of the business which is very useful to a wide range of users in making an economic decision. 

 

Generating Reports of Customer, Business, Supplier, Prospect and Deleted Contact through Surf Accounts

You can generate contact reports from the Report section of Sales. It will give you a complete report of your all contacts. If you wish to Print; Save; E-mail the report select the options from the browser. To access the Contact Report Select Reports» Sales» Contacts Report »Run. The following screen will appear.

Contacts_Report_Image_I.png

Customisation of the Contacts Report

Surf Accounts allows users to customise the Contacts Report by selecting the “Advanced” option. By selecting the “Advanced” option a new browser will appear on the screen as “Advanced Settings”. From “Advanced Settings you can sort the report. From the “Column Order” information can be included in the Report. If you wish to all the details of the contacts select from the “Column Order” and include it in the Report. By selecting the options from the “Column Order” click on “Update” to customise the"Contacts Report". To customise the "Contact Report" select Reports »Sales »Contacts Report »Advanced. The following screen will appear. 

Contacts_Report_Image_II.png

By selecting the "Advance" button of the "Contacts Report" browse the "Advance Settings" pop up will appear to customise the "Contacts Report". From the following option under "Advance Settings" customise your "Contacts Report". 

Contacts_Report_Image_III.png

Go to top   uparrow.png

Toolbar Functionality of the Contacts Report Browse

By using the Toolbar of the Contact Report browse you can print, download in MS Excel format, Save to your local machine as PDF and email the report.

Contacts_Report_Image_IV.png

Printing the Contact Report: To print the “Contact Report” select the print option from the toolbar. A preview will be generated along with “Print” button to print. The following screen will appear. 

Contacts_Report_Image_VI.png

Download Contacts Report in Excel Format: To download the Contact report in MS Excel format select the “Excel” option from the Toolbar. All the contacts entered into Surf Accounts can be downloaded in MS Excel format. By selecting the "MS Excel" Option the following screen will appear. 

 

Save: To “Save” the Contact Report to your local machine as PDF select the “Save” option from the toolbar. The following screen will appear. 
 Contacts_Report.png

Email: To Email, the “Contact Report" select the “Email” button from the “Contact Report Browse”. A pop up will appear on the screen to send the report as an email. The recipient will receive a PDF file as an attachment. The following screen will appear. 

Image_I.jpg

Go to top   uparrow.png

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk