Canvasser ListEnglishالعربيةfrançaisTagalogहिन्दी

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Canvasser Canvasser List Company Types CRM Reports Feedback Report Loyalty Program Loyalty Program List Mail Merge Mail Merge History Marketing Ratios Report Prospect Prospect List Reward Points Reward Points Due To Expire Sales Ratios Report Source Source List Sales Pipeline

Overview

The Canvasser List displays the list of all employees that have been allocated as a Canvasser for Marketing purposes. The Canvasser List allows you to enquire on and list employees who have been added to the Canvasser file. Ways Lists in ERP can be Manipulated:

• Filtering Lists
• Searching f5 f6 f7
• Customising Lists
• Report Printing Options
• Export Data

How To View the Canvasser List

• Select the CRM tab
• Select the Canvasser List button
• As per other ERP Lists, the Canvasser List allows the user to:
• Search for specific data (refer to Global Features)
• Filter by selected criteria (refer to Global Features)
• Select a Date Range or Custom Range to display in the list refer to (Global Features)
• Customise the List view (Global Features)
• Export the displayed List (Global Features)
• Print the displayed List (Global Features)
• Select the relevant radio button to display the Canvasser List required, i.e.
• Active Canvasser Only
• Inactive Canvasser Only
• All Canvasser
• Double-click on any entry to load the Canvasser card to view Canvasser details, e.g. History.

Select the 'NEW' button to add a new Canvasser directly from the Canvasser List.