Contact Report

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The Contact Report shows following details for Contacts that match the search parameters:

  • Display Name
  • Company Name
  • First Name
  • Last Name
  • Email
  • Country Code
  • Phone
  • Street Number
  • Street Address
  • Unit
  • City
  • State
  • Zip Code
  • Country
  • Contact Type
  • Directory Status
  • Addons
  • Payroll Type
  • Recipient Name
  • Recipient Tin Type
  • Recipient Tin
  • Recipient Start Date
  • Recipient Filing Status
  • Recipient Withholding Amount
  • Recipient Extra Withholding Amount
  • Recipient Other Income
  • Recipient Deductions
  • Recipient Label
  • Recipient Street Number
  • Recipient Street Address
  • Recipient Unit
  • Recipient City
  • Recipient State
  • Recipient Zip
  • Recipient Country

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Note: You may or may not see all the above mentioned details depending on the report parameters. 

Report Parameters

You can create this report using the following parameters.

Time Period

You can choose between:

  • Today: This will show any deals that are closing today
  • Yesterday: This will show any deals that closed yesterday
  • Current Week: This will show any deals that close during the current week (Sunday - Saturday)
  • Current Month: This will show any deals that close during the current month
  • Current Quarter: This will show any deals that close during the current quarter
  • Current Year: This will show any deals that close during the current year
  • Last Week: This will show any deals that closed last week (Sunday - Saturday)
  • Last Month: This will show any deals that closed last month
  • Last Quarter: This will show any deals that closed during the last quarter
  • Last Year: This will show any deals that closed last year
  • Date Range: This lets you select a custom date range for the closing dates

Contact Type

You can choose between deals with the following Contact types:

  • Customer
  • Vendor
  • Agent
  • Other

In Directory

You can choose between Contacts that are either part of the Directory, just Contacts, or both.

Attributes

You can choose the following:

  • Directory Statuses
    • Active
    • Invited
    • Deleted
    • Suspended
    • Not Invited
  • Zipi Pay Status
    • Yes
    • No

Addons

This lets you view Contacts that have any active addons. 

The Consider each separately checkbox lets you choose if you want to see Contacts with all or some of the selected add-ons. 

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In this case, it will display Contacts that have either Dotloop, SkySlope, or both. If it was unchecked, it would have only displayed Contacts that had both Dotloop and SkySlope.

Include Payroll

This lets you view Payroll information for the Contacts. 

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