Posts tagged “reports”.

Shortcut To Generate Your Frequently Accessed Reports

Reporting is a basic necessity in any organization. Depending on a person’s job function, there may be more than one report that has to be generated on a regular frequency like daily, weekly, monthly and more.

The more accessible the reports are, the easier it is to take them. As time has progressed, a lot of users have started generating reports from

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melssCRM. We believe in making the system tadalafil online more canadianpharmacyonline-rx usable and to further enhance the user-friendliness we have added a new sildenafil widget – Reports Shortcuts.

reports shortcuts dashboard

reports shortcuts select

Reports Shortcuts widget allows you to store quick links to any number of reports. This will help you save time. By clicking on the quick links from the dashboard you can generate reports instantly.

reports shortcuts display

Personalize your dashboard to add the reports

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and take reports quickly.

Check out our previous blog on New Ways adderall and viagra interaction To Analyze How You Perform Day-To-Day Activities.

If you would like to keep yourself informed on the latest features and levitra or cialis which is better updates, you can subscribe to melssCRM blog through email or Get Social With melssCRM viagra do you need a prescription Team.

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I don’t know how to add a “Widget”!

Secure Your Data with One-Click Data Backup and Customize Your Own Reports

One-Click Data Backup

Data is the core entity around which your business evolves. As the size of http://cialisgeneric-toped.com/ your organization grows, the data becomes interdependent and canadian pharmacy meds complex; thereby the importance http://viagraonline-edstore.com/ of data increases exponentially.

Given the fact that we take multiple backups of your data, store it in geographically different locations, take necessary precautions while upgrading http://sildenafilviagra-rxstore.com/ or doing maintenance activities – from a data bestonlinepharmacy-norx security perspective http://cialisonline-storeedtop.com/ there cialis vs viagra difference is no need for you to take a backup. However, we believe that as owners of your data you cual es mejor viagra o cialis may have needs generic cialis at cvs to keep a backup copy of your data at

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To facilitate this, in viagra usa the latest upgrade we have added a new feature that enables you to download a copy of your entire data onto your machine.

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Custom Reports

Each business is unique and along with it comes a different metric to measure. We provide more than 50 pre-defined reports. However due to the intrinsic variations in every business, the need to customize a report comes in.

Based on the feedback received from our customers we have implemented Custom Reports. These dynamic reports will help you analyze your business’ metrics better.

For example if you want to generate a list of complaints that have been pending for viagrageneric-edtop more than 10 days in the month cialis viagra comparison of January, 2010, you can get it by customizing your own report.

customreports

Note: One-click data back up and Custom reports can viagra oder cialis be used only when the

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How do I Customize my own report?

Make your life easier – Import feature to upload data and Custom Field Selection in Reports

Import – The Smart way to upload data

Interoperability between different applications is one of the keys to user friendliness and usefulness of the system.

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applications, it should http://viagraonlinepharmacy-best.com/ allow Data migration. Data migration has its inherent problems like misspelled names or entries, redundant data and so on; thereby leading to inconsistent data.

When entering large amounts of data, multiple entries and other human errors are bound to happen. Controlling them seems possible, but practically it may be difficult.

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entry after it is uploaded? Should you leave it the way it is?

While the first option does not seem possible if there is huge amount of data, the second option is not what you are looking at.

This situation can be easily tackled by using the bulk import option.

Leads, Contacts, Accounts, Products, Cases – All these have an Import option on the right side of the screen.

Import Accounts as CSV

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Some value additions to the import process

We know the problems that redundant data can create. In order to avoid this, melssCRM automatically checks for redundant entries within the system and displays entries that are redundant while you upload the import file..

Also it checks for redundant

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Custom Field Selection in Reports

Generating reports

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is quite a simple task. Specify the parameters and the system generates reports for you.

Sometimes you will require reports for different purposes, which need information that is not available in the standard report format. You know that the data field you want in the report is available in the CRM but you are unable to generate it because there is no such cheap viagra cialis parameter to get the data onto the reports.

melssCRM has now introduced Custom Field Selection in reports. All you have to do is select the data fields in the report and generate it.

Reports-Custom-Field1

For step-by-step guide on how to viagra pharmacy prices customize your report view, click here.

melssCRM Team continuously works to improve the usefulness and the usability of melssCRM. We hope that this feature will be of great use to you. If you feel there can be improvements made to the existing system or you want a new feature, you are always welcome to give suggestions in the comments section.