Enhanced Client Contact Report

Updated August 12, 2026 14:50

The Client Contact Report provides detailed contact information for clients, including names, titles, phone numbers, email addresses, and physical addresses. Use this report to access up-to-date client contact details for sales activities, client management, and relationship-building efforts across your organization.

This article covers the Enhanced version of the Client Contact Report, available in Avionté BOLD Analyze. For a full list of available Enhanced Reports, see the List of BOLD Analyze Reports.

Customizing and Sharing This Report

Columns: Use the column selector to show, hide, or reorder columns to match your workflow.

Filters: Your filter selections are remembered between sessions — the report opens with your last-used settings automatically.

Sharing (INSIGHTS users): You can duplicate, rename, and share customized versions of this report with team members, and schedule automated delivery by email. System-level reports remain unchanged and available to all users.

Sharing (Standard users): You can duplicate this report and customize filters for personal use. To share a customized version with your team, duplicate the report, apply your preferred filters, and share it directly with individual users. System-level reports cannot be modified or set as a default for all users. See Enhanced Standard Reporting Overview for more detail.

Accessing the Report

Click on the Analyze tab.
The Reports sub tab will automatically be selected.
In the Search Reports field, type CLIENT CONTACT.
Click on the Client Contact Report.

Note: The report automatically loads with all filters set to include all data. Data refreshes every 5 minutes to reflect current activity.

Understanding This Report

What This Report Shows You

The Client Contact Report displays each client contact as a separate row, providing comprehensive contact details alongside company and relationship information. This report is searchable by company, location, industry, and category, making it easy to find the specific contacts you need.

Each row represents an individual contact associated with a client company and includes:

Contact name, title, and role information
Phone numbers (direct, mobile, fax)
Email addresses
Physical mailing addresses
Company affiliation and location details
Industry and category classifications
Assigned representative information
Contact status

Who Uses This Report

This report is designed for:

Sales Representatives: Access up-to-date contact details to efficiently communicate and engage with clients for sales activities and relationship-building efforts.
Account Managers: Maintain accurate client records, track client interactions, and provide personalized service to enhance customer satisfaction.
Business Development Teams: Identify key contacts within target industries or categories for outreach campaigns.
Operations Managers: Verify contact information is current and complete across client accounts.

Using Filters

Filters allow you to narrow down the report to show only the client contacts relevant to your needs. All filters support multi-select functionality.

Filter Name	Options	Description
Company	All available companies	Use this filter to refine results by specific client company. Select one or more companies to view contacts associated with those accounts.
Industries	All available industries	Use this filter to refine results by the industry classification of the client company. Helpful for targeting outreach to specific market segments.
Status	All available company statuses	Use this filter to refine results by the status of the client company (e.g., Active, Inactive, Prospect). Focus on active clients or identify contacts at inactive accounts.
Representatives	All available users	Use this filter to refine results by the assigned representative of the client company. View contacts managed by specific sales reps or account managers.
Category	All available categories	Use this filter to refine results by company category. Categories help segment clients by type, size, or other organizational classifications.
City	Containing (free text search)	Use this filter to refine results by the city portion of the contact's mailing address. Enter all or part of a city name to find matching contacts.
State	All available states	Use this filter to refine results by the state or province portion of the contact's mailing address. Focus on contacts located in specific states or regions.
Contact Tags	Containing (free text search)	Use this filter to refine results by tags assigned to the contact record. Enter all or part of a tag name to find contacts tagged for specific outreach or tracking purposes.

Tip: Your filter selections are automatically saved between sessions. The next time you open this report, it will load with your previously selected filters applied.

Reading the Data

The following table describes each column available in the Client Contact Report. Use the column selector to show, hide, or reorder columns based on your needs.

Column Name	Description
Contact Name	The full name of the client contact.
Contact Name Link	A clickable link that opens the contact's record directly.
Contact Status	The current status of the individual contact record (e.g., Active, Inactive, No Status).
Contact Representatives	The Avionté user(s) assigned as representatives for the contact.
Company ID	The unique identifier for the client company associated with the contact.
Company	The name of the client company associated with the contact.
Company Link	A clickable link that opens the company's record directly.
Department	The department within the client company associated with the contact.
Industry	The industry classification assigned to the client company.

Practical Applications

Sales Outreach and Prospecting

Sales representatives can filter by industry and category to build targeted contact lists for outreach campaigns. Export the filtered results to prepare for phone calls, emails, or scheduled meetings with key decision-makers.

Account Management and Relationship Building

Account managers can use this report to maintain accurate, up-to-date contact information for their assigned clients. Filter by representative to view your portfolio, then verify contact details are current before important client communications.

Client Communication Campaigns

Marketing and communications teams can extract contact lists segmented by industry, status, or category to support email campaigns, newsletters, or event invitations. The ability to filter by active status ensures communications reach current clients.

Data Quality and Record Maintenance

Operations teams can use this report to audit contact data completeness. Identify contacts missing email addresses, phone numbers, or other critical information that may impact business communications.

Territory Management

Filter by city, state, and representative to review contact coverage across territories. Ensure all client contacts are properly assigned and that no accounts are missing designated points of contact.

Onboarding New Team Members

Provide new sales reps or account managers with filtered exports of their assigned client contacts. This gives them immediate access to the information needed to begin relationship management.

Exporting Your Data

You can export the Client Contact Report data for use in external tools, client presentations, or offline analysis.

To Export the Report:

Apply any desired filters to refine the data.
Click the Export button in the report toolbar.
Select your preferred export format (CSV or Excel).
The file will download to your computer with all visible columns and filtered data included.

Tip: Use the column selector to show only the columns you need before exporting. This creates a cleaner export file tailored to your specific use case.

Refreshing the Report

The Client Contact Report data refreshes automatically every 5 minutes to reflect changes made in the system. This ensures you always have access to current contact information without manual intervention.

If you need to see the most recent updates immediately:

Click the Refresh button in the report toolbar.
The report will reload with the latest available data.

Note: Changes made to client contact records in Avionté BOLD will appear in the report after the next data refresh cycle (within 5 minutes) or immediately upon manual refresh.