Financial Services Report

Financial Services Report:

Financial Service information of contacts who have been referred or not

If this report does not do what you want you can look for something suitable in this List of reports under System Administration>Reports. 

COLUMNSReferral Type, Date Applicant entered, Office, Applicant Name, Applicant Address, Applicant phone, Date Referred, Referred by, Action, Referred to (external), Referred to (internal), Notes
Filters
PERIODYes
BRANCHYes
USERSYes
ARCHIVEDNo
ORDER BYDate Applicant entered, Office, Applicant Name
FILTERAll, Appointment Booked, Appointment booked - Hot, Appointment declined, Pending, Permission declined, Permission Granted, Permission Granted - Hot, Not Asked, Not Specified
FILTER 2All, Financial Referral, Legal Referral
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