Contact Management > Reports > List of Contacts

List of Contacts

This lets you generate a list of contacts held on file in the SYSPRO Contact Management System.

A specific entry at any field can be used to produce a selective list of contacts to be printed.

Notes and warnings

Security considerations

  • This report is listed as: Contact Management Report in the listview of the Security Access pane (Groups).

Organization Options

Field Description
Include organizations  
Include accounts This includes the account organizations in the report.
Include customers This includes the customer organizations in the report.
Include suppliers This includes the supplier organizations in the report.

Selection criteria

Selection Description
Account Indicate the account(s) to include in the report (if you selected to include accounts).
Customer Indicate the customer(s) to include in the report (if you selected to include customers).
Supplier Indicate the supplier(s) to include in the report (if you selected to include suppliers).

Contact Options

Field Description
Options  
Include contact image This includes the contact image in the report.
Include addresses This includes the address in the report.
Include telephone numbers This includes the contact telephone numbers in the report.
Include email addresses This includes the contact email addresses in the report.
Include url's This includes the contact url's in the report.
Include dates This includes the contact dates (e.g. date created, date last changed) in the report.

Activity Options

Field Description
Options
Include activities This includes the activities defined against the contacts in the report.
Include cleared activities This includes the cleared activities defined against the contacts in the report (if you selected the Include activities option).
Include full activity body Select this to include the full body (full notes) of all the activities in the report (if you selected the Include activities option).
Activity max age This defines the activities to include in the report based on their age.
Regarding This includes activities in the report according to what they were about.
Result This includes activities in the report according to their result.
Location This includes activities in the report according to their location.

Selections

These selections are only enabled when you select the Include activities option.

Selection Description
Activity type Indicate the activity type(s) to include in the report.
Activity follow up flag Indicate the activity follow up flag(s) to include in the report.
Activity priority Indicate the activity priority(ies) to include in the report.

Output Options

These options enable you to apply a theme to the report and to define multiple output destinations for the report once it has been compiled (SRS Output Options).