This report allows you to access different information with regards to the contact persons for each of your clients configured in Billdozer.
To help locate a specific contact demographics, you can filter the displayed list by Account #, Contact Name, or Reference # column – see Common Tasks/Filtering Lists.
The following information is displayed for each contact demographic:
- Account #
- Contact Name
- Reference #
- Type
- Info
- Source
- Activated
Click the Export as (csv) icon if you want to export this contact demographics list to a format that can be viewed and edited in, for example, Microsoft Excel.
