Consultant Template: Customer Info

Enter information about the customer for whose reports will be run with this consultant template. This information will be displayed on the cover page of reports formatted in PDF and DOCX and in the header section of reports formatted in HTML and MHT. (Note: The consultant templates and reports are available for Consultant subscriptions only.)

 

Contact Information

Enter the name, email address and phone number of the person you contact.

 

Business Information

Enter the customer's business name and address.