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Main Reports |
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The Reports Wizard allows you to produce really useful reports from
the mass of information in you TCM 4000 database. You can produce lists
of Contacts or Companies or Assets according to the filter criteria
which you enter into the Wizard at each of the stages that you click
through.. For example, you can produce a list of all of the contacts
that you have made a telephone call to within the past week and in which
you recorded by using the Template buttons that you would mail them
information. You could refine this to cover all such contacts in a
particular town or post code area, or you could restrict the search to
just a part of the database. Once you have produced your report in TCM
you can paste it into Excel or you can produce a Virtual Folder in TCM
or put the information into a TCM Table. In this case you have a ready
made list to either call or e-mail from. The new Fast Track element of
the Reports can get you vital information which is related to time
periods very quickly from amongst the largest of databases. |
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Flash Reports |
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As the name suggests, these are quick reports, produced in a Flash!
They are ideal for statistical information - if you want to know how
many Financial Directors there are in Birmingham then, provided that you have the
information in your TCM 4000 database you can get the information in a flash and then drill down to home in on the
names or further details of those contacts. |
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Detailed Summary |
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The Detailed Summary puts statistics and drill down on your diary
page. If you want to know how many sales or budget Forecasts you have
made today, or this week, or a period, then that figure can be
accessible to you from amongst the mass of data in your diary. You can
also set up additional columns which search for specific annotations
which you have made in telephone calls or e-mails and then drill down to
produce a table of those items. Once you have worked with these tools
then you will never settle for anything less! |
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