Quickly create a client contact list.
Select a Property
If you have access to more than one property, select a property from the drop-down menu. This step is unnecessary if you have access to only one property.
Select Reports
Select Reports.
Select Summary
Select eProposal then Summary from the list of reports.
Choose to sort by either Company or Last Name. Select Submit.
A report will be generated that includes your clients' Last Name, First Name, Company, Phone and Email.
Note
You will get the same results whether you choose to run this report for eProposal or eCard.
You will get the same results whether you choose to run this report for eProposal or eCard.
Note
If you have Admin permissions, you are able to create reports on behalf of your staff members.
If you have Admin permissions, you are able to create reports on behalf of your staff members.
To continue learning how to create an eProposal view the articles below -
- eProposal Reports - count to date report
- eProposal Reports - count per client report
- eProposal Reports - export and refresh reports
- eProposal Reports - count by date range report
- eProposal Reports - count by user report
- eProposal Reports - count by year report
- eCard Reports - count by user report
- eCard Reports - count by date range report
- eCard Reports - count by year report
- eCard Reports - count per client report
- eCard Reports - count to date report
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