The benefit of keeping good data and records is being able to recall information later. Find out how reports can trim down time needed to complete an audit, can help your office discover who can take on projects, identify what clients need attention, and more!
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01:22 - Reports
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01:43 - Favorite Reports
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03:18 - Activities by Contact Report
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09:22 - Notes by Contact Report
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14:23 - No Contact Report
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17:54 - Reminder Reports
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18:15 - Birthday Reminders Report
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21:18 - Advanced Search Contact Options
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22:49 - Advanced Search
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24:24 - Common Tasks
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25:44 - Personal Profile Form
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