Is there any way to customize reports in BCM?

I

iaksma

Once a month I need to print a short report of my business contacts to send
to my office showing dates of contacts but really no further details. With
BCM I tried printing a report on a few leads and ended up with over 107 pages
as it includes e-mail text. I don't want to exclude the e-mails because I
need to show that I've been in touch with these leads.

Any suggestions or anything that I'm missing here? Thanks in advance!
 
S

SSinha

You cannot customize your reports, but you can save them as Word Document and
then can delete the unnecessary portion.
 
A

AJS

Hum - one solution I can think is the Neglected Contact report - if you
made contact to a customer, it won't be in there, so you did your job.
:)

BCM does not have rich customization of reports as you pointed out.
Another possible solution would be to create a view in the Contacts or
Accounts folder and have some smart logic to filter what you don;'t
want, but this is tricky.
 

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