Creating a call list

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    Asked on September 25, 2017 at 07:50 PM

    Good evening:

    Is there a way to generate a "Call List" from the submissions to my form.  For example, let's say I enter day for client data base.  Let's say his name is John Doe and I categorized him as an "A" client.  Since he is an A client, I need to contact him quarterly.  Is there a way to generate a list that would tell me all clients that need to be contacted in October and can I generate the fields to display for that report?

    Thank you

  • Profile Image
    Answered on September 25, 2017 at 10:35 PM

    How about generating a visual report for that with filtered data?

    Here's how to create a visual report:

    And this guide on how to create a filter

    Hope this still helps!