Contact Manager Users Guide

imageIntroduction
spacer image imageWelcome to ContactManager
spacer image imageAbout PortalsXpress
imageGetting Started
spacer image imageAdding a New Contact
imageContactManager Interface
spacer image imageContactManager Display
spacer image imageCut, Copy, Paste, Copy as Shared
spacer image imageSorting Items
spacer image imageNavigation
spacer image imageTree Control
spacer image imageShortcut Keys
imageUsing ContactManager
spacer image imageAdd New Contacts
spacer image imageAccount Executive
spacer image imageImport Client Database
spacer image imageSynchronize Client Database
spacer image imageOutlook Integration Setup
spacer image imageSearch Contacts
spacer image imageReport Generator
spacer image imageCopy As Link
imageDigital File
spacer image imageDigital File - Overview
spacer image imagePrivate Client Site
spacer image imageClient Login to Private Client Site
spacer image imagePreview Private Client Site
spacer image imageContact Notes
spacer image imageData File Templates
spacer image imageHTML Forms
spacer image imageNow Checked Out Dialog
spacer image imageOrganizing The Digital File
spacer image imagePrinting From the Digital File
spacer image imagePrinting to the Digital File
spacer image imageSaving Items To the Digital File
spacer image imageSaving Lots of Items to the Digital File
spacer image imageScanning To the Digital File
spacer image imagePost Scan Editor
spacer image imageSending an Email
spacer image imageSticky Labels
spacer image imageUndo/Redo Commands
spacer image imageIndexing documents in the Digital File
spacer image imageStarting Projects
spacer image imageFolder Sync
spacer image imageAutomating PDF Printing
spacer image imageAuto-Router
imagePadlocks
spacer image imageOverview of Padlocks
spacer image imageApplying, Editing, and Removing Padlocks
spacer image imageEstablishing Padlock Permissions
imageEmail Blaster
spacer image imageIntroduction
spacer image imageSending Email Blasts
spacer image imageEmail Marketing
spacer image imageRestrictions
imagePersonal Assistants
imageSecurity
spacer image imageSecurity
spacer image imageAccess Log
spacer image imageOverview of Data Encryption
spacer image imageCreate Encryption Keys
spacer image imageRemastering Encryption Keys
spacer image imageCopying Encryption Keys
spacer image imageUsing Encryption Keys
imageInstallation
spacer image imageSystem Requirements
spacer image imageInstalling PortalsXpress
spacer image imageUninstalling PortalsXpress
spacer image imageCreating a Password
spacer image imageChange your Password
imageSubscription
spacer image imageSubscribe Now
spacer image imageGet More Storage
spacer image imageEnabling Document Indexing
imagePortalsXpress Integration
spacer image imageIntegration with Messenger
spacer image imageIntegration with Document Manager
spacer image imageIntegration with WorkFlow Manager
imageUsing Help
spacer image imageCustomer Service
spacer image imageContext Sensitive Help
spacer image imageUser Guides
imageGlossary of Terms
imageLicensing

Using ContactManager - Report Generator

The Report Generator feature in ContactManager does just as its title suggests: generates reports for selected contacts based on criteria selected by the user. Several reports are available; see below for a descriptive list.

To generate a report, do the following:

  • Search for contacts for whom you wish to generate a report using the Search Query feature.
  • Select desired contacts. See Navigating in ContactManager for information on selecting multiple items/contacts.
  • Click the Generate Report toolbar icon.
  • Select the desired report, and select report parameters (page numbering, date range, etc.)
  • Select either Print, Preview or Save As. Select the location to which to save the report if selecting Save As.


When previewing a report, press CTRL-F to find items within the text of the report. To find the next occurrence of the text, press F3. You can also click the magnifying glass toolbar buttons for Find and Find Again.

Here's a list of the standard reports you'll find in ContactManager:
  • Estimated & Actual Hours of Completed Project Work
    The Estimated & Actual Hours of Completed Project Work Report lists each resource selected along with the closed tasks they have been assigned. The report then lists the estimated time entered and the actual time that it took to complete the task.
  • Password Activity Security Report
    The "Password Activity Security Report" builds a list of every contact that has had password activity during the date range you selected. It then lists those contacts, including each password activity & when that activity occurred. Unlike most contact reports, this report lists ALL contacts with password activity, not just contacts you selected in ContactManager.
    This report is useful when you want to see:
    • if a contact has logged into their Private Client Site;
    • if a contact has forgotten their password and if so how many times;
    • if you think someone may be trying to break into your account.
  • Private Client Site Access Logs
    This report displays the name of each selected contact, then a list of the contact's Private Client Site digital item access log entries that have been created within the report's selected date range, sorted chronologically with newest entries at the bottom of the list.
  • Private Client Site Storage Usage
    This report displays the name of each selected contact, then a list of the contact's Private Client Site digital folders along with their sizes.
  • Selected Contacts
    The Selected Contacts report displays the personal information for the contacts selected in the Contact List. This might be useful if your assistant needs to contact a selected group of people. You can simply do a search in the contact list for the individuals meeting the selected criteria, and print out the Selected Contacts report for the matching individuals.
  • Time Sheet for Resource
    The Time Sheet for Resource report displays the progress/notes entered in WorkflowManager for the contacts selected in the Contact List. See the WorkflowManager User's Guide for information on the progress/notes feature.
  • Contact Notes Created by Resource
    The Contact Notes Created by Resource report will show the selected each contact's name. For each contact, a list of contact notes will be displayed and each contact note title will link to the actual Contact Note.
  • Follow-up's scheduler by Resource
    The Follow-up's scheduler by Resource report will show a list of Follow-up Dates for each selected Contact. Follow-up Dates can be added as reminders to Contact Notes.
You can order customized reports for a reasonable price; contact our sales department for details.