Sales: New widgets for a better overview and maintenance of sales processes and data
J
Joakim Bringedal
started a topic
about 2 years ago
Classification: USEFUL
RamBase introduces three new widgets that can be added to the dashboard. All your current widgets can be found under the Home tab.
The new sales widgets are:
The Core sales process widget which gives the user quick access to view/create Sales quote (CQU), Sales order (COA) or Sales invoice (CIN).
The CRM base data widget that gives the user quick access to Opportunities (OPPD), Contacts (CNT), Customers (CUS) and Customer groups (CUG).
The Sales process widget gives the user quick access to a sales process.
These widgets provide the user easy access to navigate to the right sales transaction types or to efficiently create a new sales document or base data.
Joakim Bringedal
Classification: USEFUL
RamBase introduces three new widgets that can be added to the dashboard. All your current widgets can be found under the Home tab.
The new sales widgets are:
The Core sales process widget which gives the user quick access to view/create Sales quote (CQU), Sales order (COA) or Sales invoice (CIN).
The CRM base data widget that gives the user quick access to Opportunities (OPPD), Contacts (CNT), Customers (CUS) and Customer groups (CUG).
The Sales process widget gives the user quick access to a sales process.
These widgets provide the user easy access to navigate to the right sales transaction types or to efficiently create a new sales document or base data.
Read more about widgets here
Release date: 20 February 2023