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Reviewing closed contacts

Last post 10-30-2009, 1:34 PM by jjackson. 1 replies.
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     10-28-2009, 4:45 PM 15658

    Reviewing closed contacts

    Hey,

    What's the best way to see all the contacts that are closed each day in one place for the whole church?  We are implementing quality assurance to make sure we're providing excellent service to the people behind the contacts.  However, I can't find a report that will show me those contacts with only the comments that apply to those contacts.  Most of the reports seem to work off of the date the contact was created and don't specifically associate the right comments to the contact item.

    Help?

     thanks,

    Kenny

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     10-30-2009, 1:34 PM 15665 in reply to 15658

    Re: Reviewing closed contacts

    Kenny,

     Take a look at M4041 and M4041E  Ministry Contacts Submitted.  you can filter on closed date.

    Jeremy Jackson

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