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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 Meghan Johnson over 2 years ago

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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Nancy Duhon over 2 years ago in reply to Meghan Johnson +1

Yeah, I'm not seeing a way to do that in that version, but since it is a SQL database, you might be able to get someone more savvy with SQL than I to go "under the hood" and get it for you.…

Nancy Duhon over 2 years ago in reply to Meghan Johnson

Yeah, I'm not seeing a way to do that in that version, but since it is a SQL database, you might be able to get someone more savvy with SQL than I to go "under the hood" and get it for you.
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Terryr over 2 years ago

If you have anyone who knows how to set up the ODBC link it can be done. Let me know if you need help with this. Also, your release is not up to date. When you have a chance, please update to the current service release, 30.0.3.71.

Thank you,

Terry Rosenthal
[email protected]
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Sage Timeslips

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?

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