CRM-Plus extends the functionality of the standard CRM within Opera 3 / Opera II. CRM-Plus currently offers the following functionality,
- Recall Processing - double click to access Opportunities/Activities/Helpdesk Calls
- Current Balance Display (Customer/Supplier)
- Credit Limit Display (Customer/Supplier)
- View Sales Account Transactions
- View Purchase Account Transactions
- Copy Quotes plus Additional Quote Details
- Direct Line Display (Sales Opportunities)
- Create Word Document (Sales Opportunities)
- Create Excel Document (Sales Opportunities)
- Invoicing/SOP Summary - print subtotal / grand total on Invoicing/SOP documents.
- Invoicing/SOP Display Free Stock for Line Warehouse - replaces the 'In Stock' field with 'Free Stock' field when entering details for all documents within Invoicing/SOP.
This product will continue to be enhanced based on requests,
what functionality would you like included?