A list all contacts by their month of the birthday. It contains: name, birthday, phone number, gender and email address.
A list of cases approaching anniversary date within 10 days. It contains Insurer, Product Company, Product, Cash Value, Effective Date and Notes. Inline Editing is enabled.
A list of tasks associated with cases.
A list of cases waiting to be closed, with current status of "Prospect".
A list of all cases you can search with different custom criteria.
A list of business related tasks.
A list of contacts who have not purchased any policy.
A list of families with their relevant members.
A pivot table lists the sales by year, service advisors, and case status. All cases are in "Inforce" status.
A list of contacts who are heads of the household.
A list all VIP customers from all contacts.
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