Envision Cloud User Guide

Clients Name / Address List

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Clients Name / Address List

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Clients Name / Address List

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This report shows client contact information as entered on the client profile. Use this report with a filter to get a list of clients with telephone numbers and email addresses.

 

Options Include:

 

oOptional Client Filter Selection

 

This report displays the following information:

 

oFirst Name
oLast Name
oAddress
oCity
oState
oPostal (Zip code)
oHome Phone
oMobile Phone
oEmail

 

Report Example:

 

client_name_address_list