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Supported software: Opera 3
CRM-Plus extends the functionality of the standard CRM within Opera 3 / Opera II. CRM-Plus currently offers the following functionality,
Recall Processing - double click to access Opportunities/Activities/Helpdesk Calls
Current Balance Display (Customer/Supplier)
Credit Limit Display (Customer/Supplier)
View Sales Account Transactions
View Purchase Account Transactions
Copy Quotes plus Additional Quote Details
Direct Line Display (Sales Opportunities)
Create Word Document (Sales Opportunities)
Create Excel Document (Sales Opportunities)
Invoicing/SOP Summary - print subtotal / grand total on Invoicing/SOP documents.
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