The Contacts (Mergeable) report provides a mail-merge friendly list of specific case contacts, global/account contacts, or both.
All contact info for each contact is in one long row.
The report is built for export to Excel.
The claim contacts have name columns highlighted in blue. Once exported to Excel, you can filter by color to see only the claim contacts if desired.
Parameters:
Contact Category (required) is where you specify whether to include claim contacts, account contacts, or both.
Accounts (optional) allows you to select one or more accounts to include in the report. The default (None selected) is to include all accounts.
Include Inactive Accounts checkbox determines whether inactive accounts are included in the choices for selection in the Accounts parameter. To see only active accounts, leave the checkbox unchecked (the default selection), and Select all from the Accounts parameter.
Claim Contact Role (optional) allows you to select one or more contact roles to include in the report. The default (None selected) is to include all roles.
Add AM/VRC Contact Info checkbox (required) defaults to no/unchecked. Check it if you want to include contact info for the Account Manager (for Account contacts) or the Lead VRC (for Claim Contacts) in your mail merge communication.
Sort By parameter (required) defaults to Last Name. The other choices include: Organization Name, Contact Role, and Newest.
Notes:
The report is barely legible, if at all, in the browser view due its very long length so it must be exported to Excel for easy viewing.