Home → Campaign Manager → Call Sheet Manager → What are Call Sheets? Where can I find them?
6.1. What are Call Sheets? Where can I find them?
What are Call Sheets?
Call sheets are essentially print-outs of record profiles. By going to Settings > Call Sheet Manager, you can create templates with different levels of detail to tailor call sheets to your desired specifications - you can include as little or as much detail as you want.
Where do I go to access Call Sheets?
Call sheets can be accessed a few different ways:
From a Record Profile:
1. Go to the profile page for the record you would like to view a call sheet for.
2. In the top right-hand corner, click on the Call Sheets button, select the template you want, and then select the method you wish to receive the call sheet (PDF, email, or meeting).
From Contacts:
- Search for the records you would like to pull call sheets for
- Select all of the records you would like to pull call sheets for
- Once you make a selection there will be an "Actions" dropdown menu that will appear
- Select "Call Sheets"
- Select the Template you would like to use
- Select Download
- This will prompt a pop-up window to appear and it will begin generating the call sheets
- Once the call sheets are complete you will be able to open the file from the pop-up window.
From Custom Reports:
1. You can also pull multiple call sheets at one once from Custom Reports. Go to Custom Reports, and build a query that searches for all the records that you want a call sheet for.
2. Next, go down to the Export options section. Here, select Call Sheets from the first drop-down, and the desired format from the second drop-down, and click the green View button.
3. (Optional) Make any adjustments to the header and footer that you like.
4. Select an Order by option.
5. Select how many call sheets to pull, based on the order determined by the previous option. Note: due to the high volume of information included in the call sheets, pulling more than 100 will likely cause the system to timeout before the call sheets finish generating.
6. (Optional) You can add or a remove a tag from the records that the call sheets are pulling for. This comes in handy when you are attempting to pull more than 100 call sheets. See the example below for more info.
7. Click the submit button. The system will open the download in a new window, so you can navigate away from the page while the call sheets generate. When they are finished, you will be able to download them from that new window.
Example: if you wanted call sheets for 500 individuals, apply a tag to all of them at the beginning. When you go to pull call sheets for the first 100, remove the tag. When you re-run the query, those first 100 will be excluded since they no longer have the tag, and you will be able to pull the next 100. Repeat the process until you have all 500 call sheets.