Allow CRM reports to be run on schedule and delivered via email in desired format (PDF,HTML, Excel, CSV). Allow users to "subscribe" to reports or determine when they receive the reports.
by: Stacy D. | over a year ago | Customer Mgment (CRM)
by: Stacy D. | over a year ago | Customer Mgment (CRM)
Allow CRM reports to be run on schedule and delivered via email in desired format (PDF,HTML, Excel, CSV). Allow users to "subscribe" to reports or determine when they receive the reports.
by: Stacy D. | over a year ago | Customer Mgment (CRM)
Comments
Or at least provide an add on that provides this service.