Contact - Person Summary (report)
The Contact - Person Summary report shows information about your contact persons. The report includes details about the person, such as their name, contact number, and so on. The report also includes related interactions and to-dos.
Use cases
Get information about a contact person, including related interactions and to-dos.
Try the report
Try the report here: Contact - Person Summary
Tip
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.
See also
Relationship management report overview Relationship management overview