The CRM information contains divers tabular and graphical reports for sales, open balances and the quote and order backlog of a customer.
The following additional functions are available in the ribbon bar:
Refresh of the view | |
Change between tabular and graphical view | |
Type of report |
Selection of the report. Tabular report for:
Graphical report for: Sales / contribution margin for last 12 month Quotations / Orders / Invoices of selected fiscal year Paid / Open / Reminders of selected fiscal year |
Fiscal year | Selection of the year for the report |
Monthly summary of the customer |
Comparison Sales / Contributional margin |