Submit a ticket

Standard Report - Customer Contact Message

Updated on Follow
0 out of 0 found this helpful

Report Description

Lists all messages associated with a contact as well as the associated customer information. This report shows a compact list of all messages sent to a particular contact. It can be useful when any former messages to a specific contact need to be retrieved for tracking.

CustomerContactMessage.png

 

 

 

 

Parameters

Parameter Name

Options

Explanation

Customer Name

 

Filters results by Customer Name.

Date Type

Entered Date, Start Date

Message’s Original Start date time or Start date time

Start Date

 

 

End Date

 

 

Action Type

All available Choice codes present in “Message” category

 

Branch

All available branches

Branch associated with Customer linked to the message

 

 

 

 

Report Fields

Field Name

Explanation

Customer Name

Name of the customer linked to the message.

Department Name

Name of the Department associated with the customer.

Phone

Main number of the customer and has “Is Primary” checked

Address

Detailed address of the Customer.

Contact Name (Of Section 1)

Name of the individual who is a contact to the associated customer linked to the message.

Phone Number

Main number of the Contact and has “Is Primary” checked

Email

Email of the contact.

Title

Title of the contact.

Role

Contact Role of the contact

Date

Date when the message was logged.

Displays the particular dates per Action Type based upon the Date Type selected.

User

Name of the user who entered the message.

Displays the particular users per Action Type

Message

Shows the Message logged.

Displays the particular messages per Action Type

Contact Name (Of Section 2)

Name of the contact who created the message.

Displays the particular contacts per Action Type

 

 

 

 

Required Setup

The client needs to setup the email and phone number of the contact and customer in the Contact Method section of the Detail tab of the Contact and Customer.

 


Have more questions? Submit a request

0 Comments


This space is for article feedback only. To make a request of the Avionté Support Team, please submit a ticket to https://support.avionte.com.