Can I Report on Informational Contacts?

Can I Report on Informational Contacts?

It is not possible to report globally on Informational Contacts. If the people you have listed as Informational Contacts are some you want to report on, consider making Records for them and associating them with Relationships.

However, like most every Grid in AE CRM, it is possible to export Informational Contact information to Excel.

Simply navigate to the Informational Contacts Grid, adjust the Grid contents to your requirements and use the export to Excel feature to create a spreadsheet of the Grid contents.

This must be done on a Record by Record basis.

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