Date & Time
Thursday, May 13, 2021, 1:00 PM - 2:00 PM
Track
CRM
Name
Datacor CRM: Using Datacor CRM Reports
Description

Datacor CRM includes a Reports option that allows users to generate, view, and distribute a series of standard and custom reports. We will review the report architecture and processing, new reports, form reports, and the steps that are necessary to begin writing your own reports:

  • CRM vs ERP Reports
  • The Importance of Report Names
  • Setting Report Permissions
  • Submitting a Report
  • Price Quote Reports
  • Sending Reports