Customer Profile

This report details all the information entered in the system about a customer. This  includes all contact type information.  An agent must enter the information from the Mail Client.

Scroll down to view a description of the results of the report.

Content

Output format

Select the output that you want the report to be delivered in.  This can be DHTML, HTML, Applet, PDF, text, Excel, PS (PostScript), RTF and XML.

Language

Select the language in which you want the report to be delivered.

Enter Parameter Values

Find Criteria

All

Fields

Select this option to search using the available query fields.

Last name

Enter the last name of the customer.

First name

Enter the first name of the customer.

Preferred e-mail address

Enter the customer's preferred e-mail address.

Preferred address city

Enter the customer's preferred city.

Preferred address state

Enter the customer's preferred state.

Preferred address postal/zip code

Enter the customer's preferred zip code.

Preferred address country

Enter the customer's preferred country.

Work phone number

Enter the customer's work phone number.

Home phone number

Enter the customer's home phone number.


Report results

Term

Explanation

Date

Displays the date the field was entered.

Field Name

Name of custom field.

From

The e-mail address of the person who entered data in the web form.

Data

Field values.

Count

Displays the number of times the field was used.

 
 

 

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