Contact List
The Contact List report displays detail about the contacts created for clients.
Permissions Required for this Report
In the staff profile, staff must be assigned to a security group that is granted View functional rights for the following:
- Security group profile > Functional rights > Reports > Shared Library > Shared Views
- Security group profile > Functional rights > Reports > Firm Library > Custom
- Security group profile > Functional rights > Reports > Firm Library > Standard > Firm
- Security group profile > Functional rights > Reports > Firm Library > <report name>
- Security group profile > Functional rights > Administration Manager > Client Manager > Client profile
Reports in Foundation that are Comparable
In Practice Management, there is no comparable report. In Practice Advantage, the comparable report is Contact List.
Report Specifications
The following report options and filters are available to determine the report contents.
Options and Settings | ||
---|---|---|
Option | Setting | Description |
Include Additional Addresses |
Yes/No |
Includes or excludes other addresses entered in the client contact profile, in addition to the primary address. |
Include Additional Phone Numbers |
Yes/No |
Includes or excludes other phone numbers entered in the client contact profile, in addition to the primary phone number. |
Include Email and IM Addresses |
Yes/No |
Includes or excludes email and IM addresses. |
Default Filters | ||
---|---|---|
Field Name | Operator | Value |
Client Status | = | Active |
Optional Filters | ||
---|---|---|
Available Fields | ||
Client |
Client Name |
Contact |
Client - Principal |
Client Office |
Contact Category |
Client (Non-Originating) |
Client Primary Service Type |
Financial Reporting Client Group |
Client Bill Manager |
Client Region |
Job Title |
Client Business Unit |
Client Status |
Manager |
Client ID |
Client Sub ID |
Primary Partner |
Client ID.Sub ID |
Client Type |
Status Date |
Grouping | ||
---|---|---|
Available Fields | ||
Client Office |
Financial Reporting Client Group |
Primary Partner |
Contact Category |
Manager |
|
Contact Name |
Originating Client |
|
Sorting | |
---|---|
Available Fields | |
Contact Category |
Job Title |
Contact Name |
Originating Client |
Report Fields
The following fields are available for this report. The fields that display and the position of fields are based on the report's settings, grouping, sorting, and filters.
Report Fields | |
---|---|
Field | Description |
Contact Name |
The name of the contact. |
Job Title |
The job title of the contact. |
Contact Phone |
The primary phone number for the contact. |
Originating Client | The client used to create the contact. |
Category |
The category selected for the contact. |
Clients |
All clients the contact is associated with other than the originating client. |
Address |
The primary address for the contact. |
Additional Addresses |
All additional addresses for the contact. |
Additional Phone Numbers |
All additional phone numbers for the contact. |
|
The primary email address for the contact. |
Additional Email |
All additional email addresses for the contact. |
IM Address |
The IM address for the contact. |
Provider |
The name of the provider for the IM address. |
Contact List Sample Report