”Reports”

We found 27 results!
User Guide

Report Generator

Viewing and Sharing Reports The report generator can be used to create reports that combine information from different modules. The reports help you get a hold of the CRM data…

Admin Guide

Volume-Based Provision

…a closed case, like Approved or Delivered, so that it shows in the reports. Custom Reports for Volume-Based Provision You can report volume-based provisions with certain custom reports made for…

Admin Guide

Home Page Dashboard Settings

Settings for Dashboard Views You can adjust the settings and functioning of the graphs and reports shown on the users’ home pages in Settings → Dashboard. Graph Settings Chart colors…

Admin Guide

– CONTENTS –

…Determining the users’ access to custom reports and business intelligence reports regarding different sales channels and groups. IP Permissions Setting up permissions for allowed or denied IP addresses. Custom Report…

User Guide

– CONTENTS –

…page reports and views. Report Generator Creating and sharing reports in the report generator. Work Hour Reporting Reporting the working hours with projects. Business Intelligence Introduction to Business Intelligence reporting…

Admin Guide

Related Lists

…the almost all the same possibilities as the reports created with the report generator. Creating a Related List Related lists are created in Settings → Information Tab Settings. First, you…

Admin Guide

Sales Organization Access

Managing Sales Organization Access Sales organization permissions are applied to Custom reports and Business Intelligence reports. Sales organization permissions can be created in Settings → Sales Organization Access. The users…

Admin Guide

Sales Organization Hierarchy

…Users do not have to belong to any sales organization structure. In that case they will not have permissions for example to any Custom reports or Business Intelligence reports. You…

Admin Guide

System Access

…calculation (see the guide Provision Calculation) Custom reports (see the guide Permissions – Custom Reports) Business Intelligence functions (see the guide Permissions – Business Intelligence) The Email Contact Portal (ECP)….

User Guide

Home Page Charts

Home Page Charts Introduction With the CRM home page’s Chart elements, you can create graphical (or in table format) reports on the user’s home page. The charts have extensive setting…

Update Release Notes

2022-11, November Release Notes

…by the assigned user’s supervisor (determined by Reports to field in user’s information). Improvements in Mass events More fields are enabled in mass events’ surveys to connect a question with…

Admin Guide

Outlook Add-In Setup

…be added to your Outlook address book. Automatically send error reports to program developers. Synchronize private items: the private items can be either synchronized completely, synchronized without content specification or…

User Guide

Tasks

…calendar widget to your home page. For more information, see the guide Home Page Reports) Regardless of the way the task is created, you will always provide the same information….

Contact Center

Contact Portal

…assigned to them for the ongoing day. Reporting The management (admin users on the Contact Portal) can follow the campaign statistics in the Admin module’s Reports tab. Here the admin…

Technical Guide

Field name variants Legacy vs REST/CRM2

…smownerid Calendar parent_id crmid Calendar contact_id contactid Calendar taskstatus status Calendar taskpriority priority Campaigns assigned_user_id smownerid Campaigns contact_category category Contacts salutationtype salutation Contacts account_id accountid Contacts contact_id reportsto Contacts assigned_user_id…

User Guide

Managing events with mass-events module

…via Self-Service Portal functionality or Anonymous form or the customer can use custom integration from their website provider. Custom fields, dynamic fields, and formulas, work flows, reports, etc standard functionalities…

Update Release Notes

*2023-02-02 February Release Notes

…parameter supporting _id endings; example: cf_contact2_id Mass-invoicing dynamic field formulas including ID-types is supported and run Reports has new way to do counting: Distinct General fixes; improvements in performance and…

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