Client Contact Report

This report offers detailed contact information for clients, including email and address, and is searchable by various criteria such as company, location, industry, and category.

Sales representatives can use this report to access up-to-date contact details of clients, allowing them to efficiently communicate and engage with clients for sales activities, client management, and relationship-building efforts. Account managers can also utilize this report to maintain accurate client records, track client interactions, and provide personalized service, ultimately enhancing customer satisfaction and fostering long-term client relationships. 

• Sales Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type CLIENT CONTACT
3. Click on the Client Contact Report

Logic

Detail contact information for clients including email and address. Searchable by company, location, industry and category.

• Sales Category (list of Standard Reports)

Filter Options

	Filter Name	Options	Explanation
	Company	All available Companies	Use this filter to refine Company
	Industries	All available Industries	Use this filter to refine Industries of the Company
	Status	All available Company Statuses	Use this filter to refine Status of the Company
	Representatives	All available Users lists	Use this filter to refine Representative of the Company
	Category	All available Company Category List from Companies>>Tags	Use this filter to refine Company Category from Companies>>Tags
	Details	All available company category List from Companies>>Tags	Use this filter to refine Company Category Details from Companies>>Tags
	City	Freetext to enter the city	Use this filter to refine City of the Company Office
	State	All available States	Use this filter to refine State of the Company Office
	Contact Tags	Free Text Field	Use this filter to refine the records by Contact Tag

Field Details

• Sales Category (list of Standard Reports)

Field Name	Description	Notes
Contact Name	Company's Hiring Manager Name
Contact Representative	Name of the Company's Contact Representative (separated by commas in case of multiples)
Company ID	Company's ID from Front Office/BOLD
Company	Company's Name
Department	Contact's Department Name
Industry	Company's Industry Name from Industry Information
Title	Company's Hiring Manager Title
Primary E-mail	Company's Hiring Manager Email1
Secondary E-mail	Company's Hiring Manager Email2
Work Phone	Company's Hiring Manager Work Phone
Mobile Phone	Company's Hiring Manager Mobile Phone
Contact Address 1	Contact's Address 1
Contact Address 2	Contact's Address 2
Contact City	Contact's City
Contact State	Contact's State
Contact Zip	Contact's Zip
Created Date	Contact Created Date
Office	Company's Office Name
Office Address 1	Company Office's Address 1
Office Address 2	Company Office's Address 2
Office City	Company Office's City
Office State	Company Office's State
Office Province	Company Office's Province
Office Zip/Postal Code	Company Office's ZipCode
Company Representative	Company’s Representative Name
Company Branch	Company’s Branch Name (Division – Region - Branch)
Company Status	Company’s Status
Client Number	Company’s Client Number
Workers Comp Code	Company’s Workers Comp Code (WCStateWCCode) (separated by commas in case of multiple)
VMS Fee %	Company’s VMS Fee Deduction %
Contract Markup %	Company’s Contract Markup %
Permanent Markup %	Company’s Permanent Markup %
Time Capture Method	Company’s Time Capture Method  (For e.g., Batch Hours, Timesheet, Group Time, Daily Time)
Default Overtime Rule	Company’s Default Overtime Rule (Either Daily or Weekly)
Contact Tags	Contact's Tags