This online report is a printable overview of a constituent with similar details to the CRM360® main page, with the option to display deeper Involvement and Latest Interactions section data. Organizations that wish to pull a comprehensive history for constituents with lengthy histories can export from those lists on-screen or create a Data Analyzer. Please note that if any changes are made to the screens in CRM360, this report may need to be changed in order to pull the appropriate information.
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.
|
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.
|
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).
|
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 |