Name

Description

Prospect Type

This box determines the prospect type. Select A for Account prospects. Select M for Moving/Storage prospects.

Print From

This option allows you to print the contact list based on the selection criteria you enter here (Prospect File) or from a previously created selection file (Selection File).

Selection Name

This field is used when you are printing the contact list using a selection file. Select the selection file you want to use. This option is only valid when the Selection File option is selected.

Sort By

This box determines the method by which the contacts will be sorted on the list. The list can be sorted by prospect name, alpha/name, contact date, or appointment date.

Report Ranges

Salesperson

The boxes are used to select the beginning and ending salesperson for the contact list. Only the prospects that are assigned to the salespeople selected will be printed on the list. This option is only available for high security users. If you logged on as a specific salesperson, the number for that salesperson will used for the report.

Next Contact Date

These boxes are used to select the beginning and ending contact dates for the list. Only prospects whose contact date falls within this range will be selected. If no dates are selected, all contact dates will be selected.
 
Note: This option is not available when you sort the list by appointment date.

Appointment Date

These boxes are used to select the beginning and ending appointment dates for the list. Only prospects whose appointment date falls within this range will be selected. If no dates are selected, all appointment dates will be selected.
 
Note: This option is only available when you sort the list by appointment date.

Alpha Code

These boxes are used to select contacts based on the Alpha Code field. Only prospects whose alpha code falls within this range will be selected. If no code is selected, all prospects will be selected.

List Type

These boxes are used to select contacts based on a list type. List types are assigned to prospects through the Selection File program. Only prospects whose list type falls within this range will be selected. If no list type is selected, all prospects will be selected.

Prospect

These boxes are used to select the contacts by prospect number. Only prospects whose prospect number falls within this range will be selected. If no list prospect number range is selected, all prospects will be selected.

Report Options

Name Display

Select if the name only should print, or the name and full address

Contact Display

Show the primary contact, all contacts, or no contacts.

# Of memos

This box allows you to select the number of memos you want to print for each prospect. The memos start with the most recent, and work back towards the oldest memo.

Page Break on Prospect

This check box should be checked if you wish each prospect to print on a separate page. If you wish all prospects for a salesperson to be printed on one (or more, if necessary) page(s), this box should not be checked.