Reporting by Flag

Edited

This document provides a step-by-step guide on how to locate all contacts with flags applied to their profiles using the Reporting page in MedicareProCRM. By following these instructions, users can efficiently filter and generate reports based on specific flags.

Steps to Find Flagged Contacts

To access contacts that have flags applied to their profiles, follow the steps outlined below:

1. Navigate to the Reporting Page

Begin by going to your Reporting page within the MedicareProCRM interface.

2. Use the Report Builder

In the Report Builder section, locate the "Filter By" dropdown menu.

3. Select the Flag Filter

From the "Filter By" dropdown, select "Flag" to filter the contacts based on their flagged status.

4. Choose Specific Flags

To the right of the "Filter By" dropdown, you will see options to select the specific flags you wish to include in your report.

5. Run the Report

Once you have made your selections, click on the "Run Report" button to generate the report of flagged contacts.

By following these steps, you will be able to efficiently find and manage contacts with flags applied to their profiles in MedicareProCRM.