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?

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.

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  • Also, what is it you are trying to do/accomplish with the report when you are done? That might affect my answer as to the best way to produce it. (Not always, but sometimes.... :-)

    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
  • Also, what is it you are trying to do/accomplish with the report when you are done? That might affect my answer as to the best way to produce it. (Not always, but sometimes.... :-)

    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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