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Meghan Johnson

Is there a way to print a global list of all contacts and their contact information and show which client/matter they are associated with?

Posted By

I need to print a list of all contacts along with their contact information.  I'd like for the report to also show what client/matter each contact is associated with.  This is not the same as printing a report for the client's contact information ("Contact Info" tab).  This is the contacts added under "Information" and then "Contacts" in a matter.

Parents

  • Pretty sure the Contact Listing report on the Client tab under Reports will show you the name and which client(s) they are associated with.

    To try it, go to: (from the topmost menus) Reports, Client tab, find Contact Listing and print to display to see if that is what you want.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

Reply

  • Pretty sure the Contact Listing report on the Client tab under Reports will show you the name and which client(s) they are associated with.

    To try it, go to: (from the topmost menus) Reports, Client tab, find Contact Listing and print to display to see if that is what you want.

    Nancy Duhon, Esq.
    Duhon Technology Solutions, LLC
    Master Certified Consultant for Sage Timeslips
    Providing individual Consultations and Third Party Remote Desktop Support - including older/unsupported versions.
    404-325-9779
    [email protected]

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