Provide a Customer's Data Upon Request
A growing number of digital privacy laws grant individuals the right to access the personal data businesses collect about them. To meet these requirements, companies need a process for locating and providing that data across all the tools and applications they use.
Select the Customer you're interested in
From the menu bar, choose File > Print
Choose Contact Summary Report
Click Print
Select your printer settings and choose Print.
If you choose to print as a PDF and send electronically, ensure that you are not sending via an insecure method, i.e., unsecured Email.
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