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Special report about accounts not contacted since…

Alexander @ 03:50 PM # Comments Off on Special report about accounts not contacted since…

There is a new functionality in your CRM since version that allows you to create a report about accounts which includes a special filter. That filter enables you to select a date specifying the last desired activity of an account. The report will list every account that has not been contacted since the specified […]

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print price lists

admin @ 09:54 PM # No Comment Yet

Some CRM users would like to generate price lists based on the product list. You may use the following procedure to generate such lists: Create a custom field for products, called  “Product list” . Use the Multi Select Box as field type in order to be capable to consider products in multiple price lists. Assign […]

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