The following fields have been added to the Sales Visit:
- Sales Person 3
- Sales Person 4
These fields will also be included in the following reports:
- Sales Visit Reports – Detailed & Summary
- Visit Summary Report
NOTE: When running the Sales Visit Report, if there are multiple visits, the Sales Person/s from the first visit is only shown.
Please see screenshot highlighted below for your reference.
Client Information
The Client Information screen has been added to the Management Module; Sales Activities.
It outlines the Date of Registration for the first Job created and the Last Job.
Plus, the total number of Jobs that have been created under specific rules.
This information is automatically updated via a scheduled cron job.
Please view the Admin User Guide for further information in re: how each parameter is calculated.
Letter of Recommendation
The Letter of Recommendation has been added to the Management Module; Sales Activities.
This document is used to recommend your Overseas Agent Services to the Customer.
Please see below example of the document.
NOTE: You will need to adjust the XXXXXX mentioned in the document below, to your Company Name. You can change the details via the below path:
Administration Module; Company Details Menu; Input Terms Printouts; Terms Code; LETRECPRE
