Is there a way to print notes for each contact on the Contact Report?

[DVasquez]

Does anyone know if or how you can have your notes for each contact print on the Contact Report? I participated in 2 events this weekend and accumulated quite a few info slips. Many contacts checked specific boxes on the slips. I want to honor their choices and not bother them with info they are not interested in. I would rather not have to look up each contact prior to calling otherwise I could just call from the info slips and not bother with spending a couple hours inputting their information.

Thanks for any suggestions.

Donnilyn Vasquez

 

[NooraK]

I don't believe you can get the "notes" to print out, but if you check the boxes for "potential host", "recruit" etc, you can sort by those when you create your reports.

 

[esavvymom]

I don't believe you can get the "notes" to print out, but if you check the boxes for "potential host", "recruit" etc, you can sort by those when you create your reports.

When I enter fair slips, that is how I do it too. Select the category that fits, and if there isn't a category, MAKE ONE. For example, I created a "Fair Lead/Contact" category, so that I knew where they came from.

 

[DVasquez]

I created the group already for the fair, but some people marked they wanted to notified when wishlist items were on special, but didn't indicate what product. So I put wishlist in "Notes". I guess I could create a Wishlist group as well. That would make life a little easier.

Thanks for your help.

 

[AnaCash]

: Hi there! I'm not sure if you can have your notes for each contact print on the Contact Report, but one suggestion would be to create a separate document or spreadsheet where you can input each contact's information and their specific interests or preferences. That way, you can easily refer to it before making any calls or sending out any information. Another option would be to use the "Notes" section on the Contact Report to jot down any important details about each contact. Hope this helps! Let me know if you have any other questions. Happy cooking!