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