Recently Viewed

As you go in and out of Leads a history is saved and you can see the ones you have looked at recently. The number of leads in the history is set in Settings → My Settings → General page

All Customers

All customers

Current Contracts

All

Contracts that do not have a Date Installation Completed/Date Delivered/Date Collected

Deliveries This Week

All contracts with deliveries page items due to be delivered this week

Deliveries Next Week

All contracts with deliveries page items due to be delivered next week

Items Undelivered

Contracts with items to be delivered

All Items Received

Contracts with their deliveries fully received

Installations This Week

Contracts with initial or final fitting scheduled for this week

Installations Next Week

Contracts with initial or final fitting scheduled for next week

Installations Last Week

Contracts with initial or final fitting scheduled for last week

Installations Next Week with Undelivered Items

Contracts with initial or final fitting scheduled for next week with outstanding deliveries

Uninvoiced

Contracts that have been completed but that have uninvoiced charges

Goods to Despatch

Incomplete Supply Only contracts with all deliveries received

Balances Outstanding

Completed contracts with a balance

Invoices Outstanding

Contracts with invoices not marked clear

Completed Not Closed

Contracts where final fitting date is in the past but the contract has not been marked fitted/delivered/collected

Supply & Fit

All current Supply & Fit contracts

Supply Only

All current Supply Only contracts

By Contract Type

Current contracts of the type chosen by the user

Sales Area / Branch

Current contracts of the branch chosen by the user

By Reporting Group

Current contracts of the reporting group chosen by the user

Unbooked Work

Current contracts that have no date or person assigned for the work type chosen by the user

Service Calls

Todays Calls

Contracts with a Service Call appointment today

Tomorrows Calls

Contracts with a Service Call appointment tomorrow

Yesterdays Calls

Contracts with a Service Call appointment yesterday

Outstanding Calls

Contracts with a Service Call that has no completed date

Unappointed Calls

Contracts with a Service Call of the type chosen by the user with no appointment

This Weeks Calls

Contracts with a Service Call appointment this week

Next Weeks Calls

Contracts with a Service Call appointment next week

Last Weeks Calls

Contracts with a Service Call appointment last week

Ready To Book

Contracts with incomplete service calls where all parts ordered have been received or where no parts are needed

Checklists

My Checklist

Contracts with outstanding checklist items assigned to me

Checklist Selection

Contracts with outstanding items as chosen by the user

Historical Contracts

All

Contracts that have a Date Installation Completed/Date Delivered/Date Collected

Supply & Fit

Completed Supply & Fit contracts

Supply Only

Completed Supply Only contracts

By Contract Type

Completed contracts of the type chosen by the user

By Sales Area / Branch

Completed contracts of the branch chosen by the user

By Reporting Group

Competed contracts of the reporting group chosen by the user

Cancelled

All cancelled contracts

All Views

All

All contracts

Supply & Fit

All Supply & Fit contracts

Supply Only

All Supply Only contracts

By Contract Type

All contracts of the type chosen by the user

By Sales Area / Branch

All contracts of the branch chosen by the user

By Reporting Group

All contracts of the reporting group chosen by the user

By Projects

All

Commercial Module - All projects

Current

Commercial Module - Current projects

Historical

Commercial Module - Completed projects