<< Click to Display Table of Contents >>
Client reports uses the customer file for extracting report data.
•Call Report (One per page)
If Email or File is selected then the format option is enabled. You will be asked to enter the file name where the file is saved.
Select the format of the file or email attachment.
Enter the region or press the drop down to select from popup. If the region is left blank then all regions will be included in the report
Include Followup Details:
Tick this box to include follow details as per customer file
Enter the customer number or enter the customer name. Only enter a customer number if only this customer is required for the report.
Select a catalogue for the catalogue report.
The default is All , Open or Closed customers.
Enter the Industry type or press the drop down to select from popup. If the region is left blank then all Industries will be included in the report
Double click on Slsmn No to select the salesmen from the popup. You can select more than one salesman.