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CRM information
The main modules > Contacts > Contacts detail view > CRM information

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:

  • Monthly summary fiscal year to date
  • Total summary by year for all sales of the customer
  • Receipts - Monthly summary fiscal year to date
  • Receipts - Total summary by year for all receipts of the supplier

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

Monthly summary of the customer

 

 

Comparison Sales / Contributional margin

Comparison Sales / Contributional margin