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?

CRM-Plus Recalls

Customisable

CRM-Plus can be tailored to match user's additional requirements.

Dependencies

CRM-Plus requires Pegasus Opera Sales Pipeline Management and Toolkit modules.

 

Michael Hamill