This report displays a list and description of contacts you've had with either Members or Prospects. When run, the report prompts you to enter a date range and to choose whether you want to display Contacts with Members or with Prospects. The information for this is determined on the General Tab of each Profile's Profile Record. The report includes the name of the Profile, the date of the contact, and the description and contact type.
Communication is the key to success. This report will help to avoid unreasonable time to pass since your last contact with members or prospects, minimizing the chance of them "falling through the cracks".
How to Run
From the File Menu, choose Reports > Contact Reports > Members - Prospects Contacts
Upon running the report, it will prompt you for the following parameter(s):
- Would you like to see contacts for Members or Prospects (Member or Prospects ) - Select the type of profiles that you want to analyze.
- Enter a Starting Date (Start Date) - Input a starting date.
- Enter an Ending Date (EndDate) - Input an ending date.
Here is a sample of the report's output:
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