How to generate reports in Prima.

You can now monitor expiration dates in a flexible table inside of PrimaFacie.

  • Refer to these lists regularly to be aware of opportunities to serve your clients.

Expiration Dates

 

  • Inside the contact profile there are many dates you can record such as those highlighted above.  If you enter those expiration dates, you can then view them in this table.

 

  • You can use this table to order by expiration date, or you can search for a particular contact.

expiration dates2