A new Quote Report has been added to ACR. This report allows the user to report on quotes generated within ACR by a number of qualifiers. The report will print in Transaction Date then Quote No order. The ability for this report to be output to disk is available.
The available Qualifiers are:
- Transaction Date Range
- Salesperson Range
- Passed Followup
- Status – Choice from Any Status, Open, Completed, Cancelled, Expired
- Source (Front End)
The fields that print on the report are:
- Transaction Date
- Salesperson ID
- Quote No
- Account Number
- Account Name
- Contact Name
- Contact Number
- Quote Total
- Followup Date
- Expiry Date
- Status
