CRM Phase 2 - Flipbook - Page 41
STEP
PROCESS
STEP 1
Ensure the correct printer is selected; refer to process 02.003.08 L1 Changing the
Printer for more information.
From the CRM menu select Reports and enquiries.
STEP 2
Select Print contact sheets.
STEP 3
Highlight the required print option and click on OK.
Multiple – Collates together all follow-ups due in the date range specified
Single – Selects a specific customer record to print a single contact sheet for (This is
useful for re-printing individual contacts).
On a day to day basis, Multiple is the common option to use.
STEP 4
Choosing Single prompts to search for the required customer record. For information
on searching for a customer record refer to process 02.001.01 L1 Searching for CRM
Records.
STEP 5
Once the customer record is found, click on Exit.
Printing Single Contact Sheets
02.003.09 B L1 9304E
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