Difference between revisions of "Feedback Report"
From TrueERP wiki
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[[Sales Pipeline]] | [[Sales Pipeline]] | ||
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| − | == Overview == | + | == Overview == |
| + | |||
| + | The Feedback Report is a list of Feedback Notes that have been entered in the Appointments screens. Standard filters on this list include "No Feedback", "With Feedback" and "All" | ||
| + | |||
| + | Ways Lists in ERP can be Manipulated: <br> | ||
| + | |||
| + | *[[Filtering Lists]] | ||
| + | *[[Searching f5 f6 f7]] | ||
| + | *[[Customising Lists]] | ||
| + | *[[Report Printing Options]] | ||
| + | *[[Export Data]] | ||
| + | |||
| + | '''How To View the Feedback Report''' | ||
| + | |||
| + | *Select '''CRM''' tab | ||
| + | *Select '''Feedback Report''' button | ||
| + | *Select '''Date Range''' | ||
| + | *'''Filter''' as required | ||
Revision as of 17:20, 28 February 2011
Overview
The Feedback Report is a list of Feedback Notes that have been entered in the Appointments screens. Standard filters on this list include "No Feedback", "With Feedback" and "All"
Ways Lists in ERP can be Manipulated:
How To View the Feedback Report
- Select CRM tab
- Select Feedback Report button
- Select Date Range
- Filter as required
