CRM Phase 2 - Flipbook - Page 36
Printing Contact
Sheets
Check which printer is to be
used, refer to process
02.003.08 L1 Changing the
Printer
From the CRM menu
select Reports and
Enquiries
Select Print Contact
Sheets
Multiple
Is a Single or
Multiple contact
sheet required
Single
Refer to process 02.001.01 L1
Searching for CRM Records
Choose the required
date type:
For Today
For Tomorrow
For a range of dates
Search for the
required Customer
record
Select or de-select the
required executive codes will
depend upon the type
chosen
Once selected
click on Exit
Choose the required executive
types:
For all executives
For a selection of executives
For executives in a department
for executives at a location
All departments
Re-enter the selection can
be used at this stage to redefine the search criteria
Select Continue to
print
Choose All or
Single
departments
Single
Select the
applicable
department
Click on OK,
followed by Exit
Printing Multiple Contact Sheets
02.003.09 A L1 9304E
Page 36 of 205
