CRM-Plus

CRM-Plus expands the functionality of the standard CRM within Opera 3 / Opera II.
The functionality currently offered is,

• 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?