CRM Phase 2 - Flipbook - Page 38
STEP
PROCESS
STEP 5
Once the date range has been selected, from the following list select the type of
executives and click on OK.
STEP 6
Option
Description
For all
executives
Will print a contact sheet for all executives who have a
follow-up which falls due on the selected date(s), regardless
of cost centre/department.
For a selection
of executives
Will print a contact for executives selected, who have a
follow-up which falls due on the selected date(s), regardless
of cost centre/department.
For executives
in a
department
Will print a contact for all executives, in the selected cost
centre/department, who have a follow-up which falls due on
the selected date(s).
For executives
at a location
Will print a contact for all executives, in the selected location,
who have a follow-up which falls due on the selected date(s).
Select Continue to print the contact sheets to the selected printer. Alternatively if
modification is required to the selection, select Re enter selection and change as
appropriate.
Printing Multiple Contact Sheets
02.003.09 A L1 9304E
Page 38 of 205
