Sansan

Creating Reports

Here we will show how to register contact reports.

 

Note

-When creating Report, you can import events from Google Calender.
-Categories can be customized.
-The template for Memo can be set.
-You can set Reminder emails to be sent to you at specified times for your next actions connected to the Report created.

 

Procedure

1. From "Reports", click on "Create Reports". (This can also be done from "Create Report" on the Details about this person screen.)



2. Register the external attendees. Click on "Specify external attendees".



3. From the screen for selecting external attendees, if you put a check to the left of business cards, they will automatically be displayed in the external attendee area.

If there was an external attendee whose business card you did not receive and thus do not have business card data for, click on "Create Card" from the upper right of the screen and create one for them. If later you do receive this person's business card and put it into Sansan, the Report information will be connected to the newest business card.


4. Register the internal attendees. Click on "Specify internal attendees".



5. If you put a check to the left of the user inside your company who attended, their names will automatically be displayed in the internal attendee area.

After choosing, you can close this screen by pressing the close button. (The user doing the registration will automatically be selected.)



6. Input each item. If desired, put a check in "Share with Message", and then click "Save".