Group documents on the Document Manager
Document Name | Description |
---|---|
Group Detail | Provides a detailed listing of all group information for each group in client group name, number, partner, manager, type (e.g., active, inactive, prospect), or year end order. This includes credit information entered on the Billing Info tab in the Groups dialog. |
Group Summaries | Provides a summary listing of group information for each group in client group name, number, partner, manager, type or year end order. |
Group Monitor | Provides a summary listing of group information in client group name, number, partner, manager, type or year end order. Use this document to:
|
Group Electronic Lists | Provides an electronic list of all groups in client group name, number, partner, manager, type, or year end order. |
Group Contacts |
|
Group contacts - detail | Provides a summary listing of all group contact information in group number order. |
Group contacts - summary | Provides a detailed listing of all group contact information in contact number order. |