Generating a Contact History Report

You can generate a report of all the activities that you have performed for a contact. Note that only activities that have been marked as done will be added to the history report.

To generate a contact history report

  1. From the Contacts menu, click Address book.

  2. Select the contact you want to generate the report for.

  3. Click the View or edit contact action menu item.

  4. From the Contact details page, click the View history action menu item.

  5. From the Contact history page, click the View report action menu item.

  6. Top Producer 7i generates the report. Use the toolbar buttons to manage your report. For more information, see "Managing Your Reports".

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