HELP ARTICLE

Contacts Template for Extender


Form Name: Contacts

Form ID: CONTACTS_TMP

Solution: Contacts Template

The Contacts Form will track contacts for you. It will track such data as their company information, address, and phone numbers. The Notes button will open a Notes extra window to track Notes on the contact for you.

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Form Name: Lead Source

Form ID: LEADSOURCE_TMP

Solution: Contacts Template

The Lead Source Form will track the lead source types for you to be used on the Contacts form.

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Form Name: Status

Form ID: STATUS_TMP

Solution: Contacts Template

The Status Form will track the status types for you to be used on the Contacts form.

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Form Name: Title

Form ID: TITLE_TMP

Solution: Contacts Template

The Title Form will track the titles for you to be used on the Contacts form.

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Form Name: Type

Form ID: TYPE_TMP

Solution: Contacts Template

The Type Form will track the contact types for you to be used on the Contacts form.

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Note:
These templates are designed to be a starting place for your reporting needs.  While we try to make them as accurate as possible, we always recommend you check them with your data as we don’t guarantee their results.  Differences in how data is entered and used in Microsoft Dynamics GP can produce different results with these templates.

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