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DIAL|IT Manual

 

You can access the contact report function in the following ways:

 

1. first go to the contact and company detail view or to the contact and company list view.

 

Email versenden 1 Screenshot

 

2. then click Tools > CRMADDON Factory Addons > DIAL|IT - Addon > DIAL|IT - Contact Report

 

Email versenden 10 Screenshot

 

3. The following window will appear. Here you can choose whether you want to have a preview of the email by clicking on this button Preview email or if you want to have a preview of the report, just click on this button Preview report. You can also send a draft by clicking on the send as draft button. If you want to send the contact report as an email, click this run button. If you don't want to send the contact report as an e-mail after all, click this close button.

 

Email versenden 11 Screenshot