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Contact management > Reviewing your contact information
The Contact Alert tab in the To Do List displays contact log entries with recontact dates on or before the current date.
Card reports
Card reports give you lists of contact information in several formats.
Find Transactions
Find Transactions helps you quickly find all transactions for a contact.
To view contact alerts
1
Click To Do List in any command centre. The To Do List window appears.
2
Click the Contact Alert tab. A list of all individuals and businesses you need to contact appears.
If the recontact date falls on a day that you have indicated as being closed in the Business Calendar (accessible from the Setup menu), the reminder will appear on the business day prior to the recontact date.
The Overdue column shows how many days have elapsed since the recontact date you specified on the contact log entry.
To clear a reminder from the list, click in the select column next to the contact log entry and then click Remove.
To print card reports
1
Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
2
Click the Card tab. The list of card reports appears.
Following is a list of the default information displayed in each report. If required, you can customise the reports to display more or less details (for information on how to customise a report, see Customising reports).
Card List Summary
A list of some of the information contained in your contacts’ cards, including Address 1 and Address 2.
The contact name, address and phone number entered for Address 1 in each card.
Card Transactions
A list of the transactions that have been allocated to your contacts for a selected period.
A list of contact log entry details. The total of the elapsed time recorded in the log entries is displayed for each contact.
A list of contact information that you can import into a geographic information system (GIS) to analyse the location of your contacts.
Overdue Contacts
A list of contact log entries with recontact dates that are dated on or before the day you specify in the report filter.

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