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How to download into PDF a Contact Report?

  1. Go to Contacts > My Contacts.
  2. Click on the Name of the individual in the first column. We take the example with the first individual of the list. See below:

    Find Name in my contacts IRM
  3. Once entering the profile of the contact, please click on See More Details on the top right of the page. See below:

    See more details in contact profile IRM
  4. Then, you will see that several tabs are showing up now: Contact Details, Investment Profile, Engagement and Comments. You will be able to click on Get Report on the top right when selecting Contact Details, Investment Profile, Engagement and Comments. See below:

    Find the differents tabs in the contacts profile
  5. Click on Download PDF Report:

    Download PDF report on contact profile in IRM
  6. Select the relevant options to customize your Briefing Note (Last Meetings, Data Source, Holdings Data Type and Display Group Holdings) and click on Generate Report :

    Contact report parameters customization
  7. A preview of the Contact Profile is now reflecting on screen. Click on the download icon, in the top-right corner to download the PDF:
    Preview of the generated of the contact report


  8. You will get a Contact Profile downloaded in PDF in your computer including all the main information related to your contact: the contact details, the Biography, the Holdings, the Meeting History with this contact, the Tags and the Comments.