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.
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.
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.
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.
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.
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.
