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List of individual report options

List of individual report options

Posted: 3 Jul 2015 1:13AM GMT
Classification: Query
Trying to see what I've missed. The CONTACTS LIST type of the Individuals Report would indicate that contacts have (1) address, (2) email and (3) phone. Yet I can see NO place where this information can be added. Any ideas? Or is this just one of those issues with FTM for MAC that is UNRESOLVABLE?

Call me frustrated

Re: List of individual report options

Posted: 5 Jul 2015 5:21AM GMT
Classification: Query
Firstly in the Person View and add any facts you want like address (already provided) email (already provided) phone number (already provided) and any other you want in your contact list. FTM allows you to add your own custom facts but the standard ones would probably cover your needs?

Then simply run a custom report using the Items to include to list the facts that you want

Contact lists usually have the format last name first name and you can set this up in the custom report as well and you have additional two-level sort.

You can save the report with its own title, e.g. 'Contact list' which can be printed and also shared to PDF , CSV and opened in a spreadsheet or RTF and opened in a word processor.

So it is very resolvable and very straightforward in all versions of FTM

John D

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