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