Contact - Cover Sheet (report)
The Contact - Cover Sheet report shows cover sheets to send to one or more of your contacts. You can access the report from the Contact Card page.
The report request page lets you customize the report results:
- Enter text to include on the cover sheet.
- Allow a remark to display with a check mark on the cover sheet. You can also enter your own comment.
You can also log the interaction when you run the report.
Use cases
Get cover sheets to send to one or more of your contacts.
Try the report
Try the report here: Contact - Cover Sheet
Tip
Tip:
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.
See also
Relationship management report overview Relationship management overview