Daily Summary by Status
With Daily Summary by Status Report, it helps you to gain better understanding into the activity status on day-to-day basis.
Daily Summary by Status
With Daily Summary by Status Report, it helps you to gain better understanding into the activity status on day-to-day basis.
Filtered Case List with Task Report
This report shows the filtered case with task list which including date, customer name, description, reminder, etc.
Individual Contact
It allows you to check the customer information such as customer name, date of birth, identification number, prepaid credit balance and so on.
Individual Service History Report
Monthly Summary History by Status
It provides you at-a-glance view on the total number of service history by status on month-to-month basis.
Report 1
Under this report section, it gives you the option to view individual contact, individual service & call records, service history by contacts, service history by employees, individual service history, purchase history, call list and credit note.
Report 2
Under this report section, it provides the option for you to view filtered case list and filtered case list with tasks.
Report 3
Under this report section, it allows you to view service history tasks list, daily summary by status, monthly summary by status.
Report Option
Under this report options section, you will be able to generate customer service history by selecting your own predefined date.
Service History by Customer Report
In this report, you will be able to view the customer service history which consists of date, total charges, service by (person), status, etc.
Service History by Employee Report
In this report, you will be able to view the service history by employee which including date, name, total charges, status, etc.
Service History List
This allows you to see the service history which has the information such as date, service by (person), status, etc.