Parameter |
Description |
Required? |
| Master Customer ID |
Select
the constituent master customer ID for whom the printable summary
report should be run. This report is run for one constituent at
a time.
 If this report is accessed via
the Reports task category on the CRM360, the constituent open
in CRM360 will automatically default into the Master Customer
ID field.
|
Yes |
| Sub Customer ID |
Select
the constituent sub customer ID for whom the printable summary
report should be run. This report is run for one constituent at
a time.
If this report is accessed via
the Reports task category on the CRM360, the constituent open
in CRM360 will automatically default into the Sub Customer ID
field. |
Yes |
| Include Relationships List |
Defaults
to "N". Set to "Y" if you wish to include
a list of all active relationships (based on current date) for
the selected constituent, as displayed on the Relationships
screen in CRM360. |
Yes |
| Include Memberships |
Set
to "Y" if you wish to include a list of active memberships
for the selected constituent, as displayed on the Membership
Participation screen in CRM360. Both current and future memberships
(that are active) will be displayed. |
Yes |
| Include Committee Involvement |
Defaults
to "N". Set to "Y" if you wish to include
a list of committee positions currently held by this constituent,
as displayed on the Committee
Participation screen in CRM360. |
Yes |
| Include Contact Tracking/Activities |
Defaults
to "N". Set to "Y" if you wish to include
the last 5 records regardless of whether it is resolved or not
(as in the Latest
Interactions section of the CRM360 main page).
ALL activities will display in
this report, regardless of the Option 1 column defined for the
CUS "ACTIVITY"
system type. |
Yes |
| Include Orders |
Defaults
to "N". Set to "Y" if you wish to include
the last 5 records (as in the Latest
Interactions section of the CRM360 main page). |
Yes |
| Include List Demographics |
Defaults
to "N". Set to "Y" if you wish to include
all of the records set up for this constituent in List
Demographics. |
Yes |
| Include Opt In |
Defaults
to "N". Set to "Y" if you wish to include
all of the choices that this constituent is currently opted into
on the Opt-In/Opt-Out
Preferences screen in CRM360 or via the web. |
Yes |
