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1. Project to create a report with fast access that can be generated from within the inbox in Gmail.
2. Data to be extracted from proprietary database, Gmail and Getresponse and updated.
3. Background task to constantly update latest version of report for each account holder/email correspondent.
4. When an account is selected for a report, it retrieves the latest version and increments anything that has not previously been added.
5. When action such as telephone note, segment or email reply is taken, data record is updated.
see attached file for report format and request any clarification needed